Unclaimed
Deborah Zassenhaus Engle is a financial advisor with over 10 years of experience in the industry. Deborah is registered with the state of Maryland and is an active member of FINRA. Deborah works for Hightower Advisors, LLC which is a large firm with offices nationwide and over $130 billion in assets under management. Deborah specializes in providing financial planning, portfolio management, and treasury management services to a wide range of clients, including individuals, families, businesses, and institutions. She is committed to helping clients achieve their financial goals and building long-lasting relationships with them.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MD
02/27/2014 - Present
Hightower Advisors, LLC (BETHESDA MD)
BOTH
Issued 12/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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