Unclaimed
Deborah Kober is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Deborah has been in the financial industry for over 26 years and has a wide range of experience. Deborah offers investment consulting services to institutional clients and provides financial planning, pension consulting, and portfolio management for businesses and individuals. Deborah has also been active in her community, maintaining an apiary and nursery through her business, Devora’s Garden LLC.
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.
Investment consulting services to institutional clients
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
MO
02/06/2013 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
11/06/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MI
07/03/1997 - 09/25/1997
OLD KENT BROKERAGE SERVICES (GRAND RAPIDS MI)
OH
09/04/1996 - 06/24/1997
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
IA
Issued 02/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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