Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Williams has been a financial professional since 1994. Deborah is currently registered with LPL Financial LLC. Deborah has previously worked with a number of other firms including Invest Financial Corporation, First Legacy Securities, LLC, Morgan Keegan & Company, Inc., Raymond James Financial Services, Inc. and ProEquities, Inc. Deborah specializes in a number of areas including: retirement planning, investment management, financial planning, and portfolio management. Deborah is dedicated to helping her clients achieve their 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.
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.
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2
GA
02/14/2018 - Present
LPL Financial LLC (COMMERCE GA)
GA
07/23/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (COMMERCE GA)
GA
09/26/2006 - 07/23/2009
FIRST LEGACY SECURITIES, LLC (CORNELIA GA)
GA
04/16/2004 - 09/06/2006
MORGAN KEEGAN & COMPANY, INC. (ATHENS GA)
FL
07/03/2002 - 04/20/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AL
08/24/1998 - 07/08/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
WI
04/30/1994 - 10/09/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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