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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 Binney is an investment advisor representative with Fidelity Personal and Workplace Advisors. Deborah has been working in the industry since 1996 and has licenses in numerous states. Deborah holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Previously, Deborah was an advisor with LPL Financial and Fidelity Brokerage Services. Deborah specializes in financial planning, portfolio management, and providing 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.
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
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MIDLOTHIAN VA)
VA
09/19/2011 - 03/28/2016
LPL FINANCIAL LLC (GLEN ALLEN VA)
VA
10/11/1994 - 05/10/2010
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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