Unclaimed
Deborah Thomas is a financial advisor with Ameriprise Financial Services, LLC. Deborah has been in the financial services industry since July 31, 2000, and is registered with the state of Georgia. She holds a Series 7, Series 66, and SIE license. Deborah provides financial planning, asset allocation services, and investment management for individuals and businesses. Deborah also has experience with pension consulting and portfolio management for investment companies.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
GA
04/30/2012 - Present
Ameriprise Financial Services, LLC (CUMMING GA)
MN
08/01/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deborah Thomas is the right advisor for you? Invested Better is here to help.