Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lee Peters is a financial advisor in Center Valley, PA. Deborah works with Capital Planning Wealth Management, and has been in the financial services industry since 2004. Deborah is a registered Investment Advisor Representative and is also licensed in the State of Pennsylvania. Deborah has a strong understanding of the financial markets and can help investors meet their individual financial goals. Deborah is committed to providing her clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
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PA
01/11/2008 - Present
Capital Planning Wealth Management (CENTER VALLEY PA)
PA
05/03/2007 - 01/08/2021
LPL FINANCIAL LLC (CENTER VALLEY PA)
PA
01/06/2004 - 05/03/2007
VALLEY NATIONAL INVESTMENTS, INC. (CENTER VALLEY PA)
IA
Issued 07/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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