Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Novatney is a financial advisor with over 10 years of experience in the financial services industry. Deborah is registered with Wealth Enhancement Advisory Services, LLC and is licensed to provide investment advice in Minnesota. Previously, Deborah was employed by U.S. Bancorp Investments, Inc. Deborah holds a Series 66, Series 24, and Series 7 license. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Deborah specializes in working with individuals, families, and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
12/12/2019 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
06/11/2009 - 08/09/2018
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
BOTH
Issued 12/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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