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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 McWilliams is a financial advisor with Mariner Wealth based in Charlotte, North Carolina. Deborah has been working in the financial services industry since 1992. Deborah has experience with a variety of financial institutions including Merrill Lynch, Paine Webber, and Wells Fargo. Deborah holds a Series 7, Series 31, Series 63, and Series 65 licenses. Deborah also holds the Certified Financial Planner designation. Deborah's experience and expertise can help you achieve your financial 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.
Family office 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.
A percentage of the total value of assets under management is charged.
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NC
12/19/2018 - Present
Mariner Wealth (CHARLOTTE NC)
NC
11/01/2013 - 12/14/2018
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
06/16/1997 - 11/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NJ
04/23/1993 - 05/06/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
01/12/1993 - 04/08/1993
SOUTHERN NATIONAL INVESTMENT SERVICES, INC. (CHARLOTTE NC)
KY
04/13/1992 - 11/16/1992
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 09/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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