Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Shuster is a financial advisor with over 30 years of experience in the financial services industry. Deborah currently works as a Registered Representative for Kestra Private Wealth Services, LLC. Deborah has been licensed and active in the state of Rhode Island since 2018 and is registered with the FINRA. In addition to her current position, Deborah has held previous positions with UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, Dean Witter Reynolds Inc, and E. F. Hutton & Company Inc. Deborah holds the Series 5, 7, 31, and 66 licenses and the SIE designation. Deborah specializes in providing financial planning, portfolio management, and pension consulting for both individuals 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.
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.
1
2
RI
05/25/2018 - Present
Kestra Private Wealth Services, LLC (Cranston RI)
RI
11/04/2005 - 05/31/2018
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
MD
07/31/1995 - 11/29/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/22/1988 - 07/26/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/13/1981 - 02/12/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 01/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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