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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 Roundtree is an investment advisor representative with Cetera Investment Advisers LLC. Deborah has been in the financial services industry for over 20 years and has a broad range of experience in financial planning, investment management, and tax and accounting services. Deborah is a Certified Public Accountant (CPA) and is also a licensed insurance agent. Deborah is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
PA
06/30/2004 - 10/12/2021
CETERA FINANCIAL SPECIALISTS LLC (BALA CYNWYD PA)
CT
10/04/2001 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 10/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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