Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Frech has been in the financial services industry since June 5, 2000. Deborah currently works at LPL Financial LLC, located in Columbia, MD. Prior to that, Deborah worked at Avantax Investment Services, Inc., and 1st Global Capital Corp. Deborah has a Series 7, Series 63, Series 65 and Series 66 license and is licensed in 24 states and the District of Columbia. Deborah also holds a SIE designation. Deborah offers a range of services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and educational seminars.
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
MD
05/26/2023 - Present
LPL Financial LLC (COLUMBIA MD)
MD
10/25/2019 - 12/06/2021
AVANTAX INVESTMENT SERVICES, INC. (COLUMBIA MD)
MD
12/07/2004 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (COLUMBIA MD)
TX
06/06/2000 - 01/29/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 03/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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