Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah McMaster is a financial advisor who has been in the industry since March 1987. Deborah is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Illinois, Kentucky, Maryland, Missouri, New York, Oklahoma, Oregon, Texas, and Washington. Deborah specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. Deborah previously worked with Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan, Olmstead, Kennedy & Gardner, Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
01/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (NEWPORT BEACH CA)
CA
10/29/2010 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)
CA
06/01/2009 - 11/10/2010
MORGAN STANLEY SMITH BARNEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
08/20/1998 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
NY
05/09/1987 - 08/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/23/1986 - 06/13/1986
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
BC
Issued 04/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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