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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 Lane is a financial advisor with Commonwealth Financial Network. Deborah Lane has been in the financial services industry since 1993. Deborah Lane is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Deborah Lane offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisers. Deborah Lane is also registered as a tax preparer. Commonwealth Financial Network is a Registered Investment Advisor with the SEC. Commonwealth Financial Network offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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
VT
03/26/2009 - Present
Commonwealth Financial Network (BENNINGTON VT)
OH
07/01/2003 - 11/28/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
06/17/1999 - 06/27/2003
TROY FINANCIAL INVESTMENT SERVICES GROUP, INC. (TROY NY)
OH
01/05/1999 - 06/11/1999
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
LA
01/04/1999 - 05/25/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
LA
07/18/1997 - 12/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NY
05/09/1997 - 07/08/1997
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
12/22/1994 - 05/01/1997
HEALTHCARE COMMUNITY SECURITIES CORPORATION (RENSSELAER NY)
ME
12/22/1993 - 12/31/1994
UNUM SALES CORPORATION (PORTLAND ME)
NY
03/31/1994 - 12/22/1994
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NY
10/30/1992 - 08/09/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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