Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Mosley is a registered investment advisor representative with Eagle Strategies LLC. Deborah is based in Huntsville, Alabama and has been in the industry since 2001. Deborah holds the Series 7, Series 10, Series 9, and Series 66 licenses. Deborah has previous experience at Raymond James & Associates, Inc., Wells Fargo Clearing Services, LLC, and A.G. Edwards & Sons, Inc. Deborah's specializations include retirement planning, college savings, estate planning, and long-term care planning. Deborah has over 20 years of experience in the financial services industry and is committed to helping her clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
11/21/2020 - Present
Eagle Strategies LLC (HUNTSVILLE AL)
AL
09/08/2018 - 02/18/2020
NYLIFE SECURITIES LLC (HUNTSVILLE AL)
AL
03/17/2017 - 04/20/2018
RAYMOND JAMES & ASSOCIATES, INC. (Huntsville AL)
AL
01/01/2008 - 03/21/2017
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
AL
10/04/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTSVILLE AL)
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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