Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Crownover is a financial advisor who has been in the industry since August 12, 1993. Deborah is currently registered with Raymond James & Associates, Inc. in Alabama and Texas. Previously, Deborah was registered with MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC. Deborah holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Deborah provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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
AL
09/04/2018 - Present
Raymond James & Associates, Inc. (TUSCALOOSA AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
AL
08/13/1993 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (TUSCALOOSA AL)
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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