Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Sue Wilson is a financial advisor with over 30 years of experience in the industry. Deborah is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with LPL Financial LLC. Deborah has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Deborah has a deep understanding of the financial markets and a strong track record of success. Deborah is dedicated to providing her clients with the highest level of service and expertise.
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
07/11/2012 - Present
LPL Financial LLC (AURORA CO)
MA
11/23/1998 - 12/08/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
10/10/1995 - 11/20/1998
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
KS
01/26/1995 - 09/28/1995
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
CO
07/11/1991 - 02/13/1995
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
NA
06/29/1990 - 06/18/1991
VIP FINANCIAL COMPANIES, INC.
NA
04/17/1990 - 06/29/1990
V.I.P. FINANCIAL COMPANIES
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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