Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Marie Sante is a financial advisor currently working with &partners. Deborah has been in the industry for 13 years and has experience in financial planning. Deborah is a Certified Financial Planner and has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Deborah is registered in Illinois and has worked with several other firms over the years including Benjamin F Edwards & Co, Archford Capital Strategies, LLC, Purshe Kaplan Sterling Investments, and UNEMPLOYED. Deborah has experience with different types of clients and provides services such as portfolio management for individuals and businesses, financial planning, pension consulting, and 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.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/17/2024 - Present
&partners (SWANSEA IL)
Active
Inactive
Not sure Deborah Sante is the right advisor for you? Invested Better is here to help.
