Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Stillman Myers has been in the financial services industry since August 8, 1989. Currently, Deborah is a registered representative with LPL Financial LLC. Prior to joining LPL Financial LLC, Deborah worked with RBC CAPITAL MARKETS, LLC, PERSHING ADVISOR SOLUTIONS LLC, RBC CAPITAL MARKETS CORPORATION, and PIPER JAFFRAY INC.. Deborah has passed the Uniform Combined State Law Examination, Uniform Securities Agent State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, General Securities Sales Supervisor Examination (Options Module & General Module), Securities Industry Essentials Examination, and General Securities Representative Examination. Deborah is registered in 51 states. Deborah offers consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
10/08/2021 - Present
LPL Financial LLC (GOLDEN CO)
CO
05/05/2017 - 07/15/2021
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
CO
04/03/2009 - 03/14/2016
PERSHING ADVISOR SOLUTIONS LLC (GREENWOOD VILLAGE CO)
MA
05/21/1999 - 11/21/2008
RBC CAPITAL MARKETS CORPORATION (BOSTON MA)
MN
10/11/1991 - 05/04/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
10/21/1987 - 09/30/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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