Unclaimed
Deborah Dorman has been a registered representative for over 30 years. Deborah is currently registered with Equity Services, Inc., where she has been employed since 2013. Deborah is also registered with the state of Georgia as an investment advisor representative. Before Equity Services, Inc., Deborah worked for other firms including Wells Fargo Advisors, LLC, MetLife Securities Inc., and Raymond James & Associates, Inc. Deborah has a wide range of experience in the financial services industry.
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.
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
GA
03/03/2015 - Present
Equity Services, Inc. (HARTWELL GA)
GA
08/03/2011 - 04/15/2013
WELLS FARGO ADVISORS, LLC (CUMMING GA)
GA
06/13/2006 - 04/16/2010
METLIFE SECURITIES INC. (ATLANTA GA)
GA
06/13/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
NJ
07/13/2005 - 09/21/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
11/04/1991 - 06/08/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/27/1990 - 03/03/1992
GREEN HILL FINANCIAL SERVICE CORPORATION
FL
02/06/1990 - 03/09/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
07/02/1987 - 03/08/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/18/1984 - 09/10/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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