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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lorraine Daniels is a financial advisor with over 17 years of experience in the industry. Deborah has worked with LPL Financial LLC since April 2023. Deborah has worked with a number of other firms in the past. Deborah has passed the Series 6, 7, 26, 63, and 65 exams and is registered with the state of Oregon and Texas as an investment advisor representative. Deborah has also been an active member of the Oregon Real Estate Commission. Deborah is committed to providing her clients with personalized financial advice that helps them achieve their 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
04/19/2023 - Present
LPL Financial LLC (OAKRIDGE OR)
OR
01/06/2012 - 04/18/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (EUGENE OR)
OR
12/06/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (EUGENE OR)
IA
Issued 07/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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