Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lynn Koch is a financial advisor in Omaha, Nebraska. Deborah has been in the industry since 1998 and has worked for a number of firms, including Securities America, Inc., Northern Lights Distributors, LLC, and Manarin Securities Corporation. She is currently registered with Osaic Advisory Services, LLC. Deborah is licensed to provide investment advice in Nebraska, Texas, Iowa, Florida, and Wisconsin. She specializes in financial planning, portfolio management for individuals and businesses, 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.
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.
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2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NE
04/15/2015 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
10/17/2013 - 03/27/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
03/29/2004 - 09/06/2013
MANARIN SECURITIES CORPORATION (OMAHA NE)
FL
04/08/1999 - 03/16/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
11/23/1998 - 02/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
WI
07/16/1998 - 11/04/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 12/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2004
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 12/29/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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