Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Winfree is a financial advisor with over 30 years of experience in the industry. Deborah is currently registered with Empower Advisory Group, LLC and has a branch office in Greenwood Village, CO. Deborah has previously been registered with several firms, including Allstate Financial Services, LLC, Lincoln Investment, Legend Equities Corporation, Kovack Securities Inc., Gunnallen Financial, Inc, LPL Financial Corporation, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Anderson & Strudwick, Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
07/29/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
FL
03/05/2019 - 09/16/2020
ALLSTATE FINANCIAL SERVICES, LLC (Clearwater FL)
FL
01/03/2017 - 09/05/2017
LINCOLN INVESTMENT (ST. PETERSBURG FL)
FL
07/03/2012 - 01/03/2017
LEGEND EQUITIES CORPORATION (ST. PETERSBURG FL)
FL
10/18/2010 - 06/25/2012
LINCOLN INVESTMENT (LUTZ FL)
FL
01/07/2010 - 10/19/2010
KOVACK SECURITIES INC. (TAMPA FL)
FL
10/21/2008 - 02/01/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
VA
03/22/2005 - 10/14/2008
LPL FINANCIAL CORPORATION (COLONIAL BEACH VA)
NJ
07/22/1996 - 03/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/05/1991 - 07/26/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/23/1985 - 04/11/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
09/20/1984 - 02/11/1985
ANDERSON & STRUDWICK, INCORPORATED
IA
Issued 08/30/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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