Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Harris is a financial professional with over 30 years of experience in the industry. Deborah is a registered representative and investment advisor representative with Innovation Partners LLC. Deborah is a Series 6, Series 63, and SIE licensed professional. Deborah is based in Charlotte, NC, and is active in the following states: Arizona, California, and Oregon. Deborah specializes in Retirement Planning, Mutual Funds, Variable Annuities, Life Insurance, and Annuities.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
03/31/2016 - Present
Innovation Partners LLC (CHARLOTTE NC)
CA
12/01/2006 - 02/12/2016
QUESTAR CAPITAL CORPORATION (NEWBURY PARK CA)
CA
02/15/2002 - 12/01/2006
USALLIANZ SECURITIES, INC. (NEWBURY PARK CA)
NY
11/04/1999 - 04/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/04/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
04/13/1993 - 10/05/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
10/27/1991 - 07/15/1992
SWBC INVESTMENT COMPANY
NY
04/19/1990 - 04/16/1991
MONY SECURITIES CORP. (NEW YORK NY)
MA
11/27/1987 - 04/26/1990
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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