Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Clark is a financial advisor with over 15 years of experience in the industry. Deborah has held positions with several firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Country Capital Management Company. Deborah is currently registered with D.a. Davidson & Co. and has a Series 7, Series 10, Series 9, Series 31, and Series 66 licenses. Deborah is a licensed advisor in 21 states.
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
OR
05/13/2015 - Present
D.a. Davidson & Co. (MEDFORD OR)
OR
08/29/2011 - 01/14/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (MEDFORD OR)
OR
06/01/2009 - 07/12/2011
MORGAN STANLEY SMITH BARNEY (MEDFORD OR)
OR
02/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MEDFORD OR)
OR
10/18/2004 - 02/06/2006
MORGAN STANLEY DW INC. (MEDFORD OR)
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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