Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Stetter is a financial professional with over 20 years of experience in the industry. Deborah is currently a Registered Representative at Concourse Financial Group Securities, Inc. Deborah has been with the firm since 2019 and is based in the Ephrata, PA branch office. Previously, Deborah worked at NATIONWIDE SECURITIES, LLC and VALLEY FORGE ASSET MANAGEMENT CORP. Deborah holds a Series 7, 63, 66, 24, 27, and 28 license. Deborah specializes in providing financial planning, pension consulting, educational seminars, and portfolio management 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/22/2019 - Present
Concourse Financial Group Securities, Inc. (Ephrata PA)
PA
05/08/2008 - 11/30/2017
NATIONWIDE SECURITIES, LLC (DENVER PA)
PA
03/12/1998 - 12/31/2007
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
BC
Issued 01/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/15/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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