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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah McKinney is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Deborah has been working in the financial services industry since May 4, 2010, and has a wide range of experience. Deborah holds a Series 7 and Series 66 registration, as well as a Series 65 registration for Investment Advisor Representatives. In addition to working with individuals, Deborah is registered to work with trusts and estates, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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2
WA
10/12/2022 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
MI
12/14/2021 - 09/27/2022
CONCORDE INVESTMENT SERVICES, LLC (Livonia MI)
MI
04/03/2018 - 12/10/2021
SECURITIES AMERICA, INC. (SOUTHFIELD MI)
MI
10/01/2014 - 03/30/2018
PRUCO SECURITIES, LLC. (TROY MI)
MI
01/06/2012 - 03/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MI
08/17/2011 - 12/13/2011
PFS INVESTMENTS INC. (WIXOM MI)
MI
07/04/2008 - 08/13/2009
AXA ADVISORS, LLC (DETROIT MI)
MN
12/07/2001 - 10/10/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
12/05/2000 - 10/10/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
MN
09/07/2000 - 10/16/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/2000 - 10/16/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/04/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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