ADVISOR BIO

Deanna Lynn Heitschmidt is an Investment Advisor Representative at O'Reilly Wealth Advisors. Deanna has been in the industry since January 2016. Deanna has a specialization in Financial Planning, Selection of Other Advisors and Portfolio Management for Individuals. Deanna currently works from O'Reilly Wealth Advisors' San Marcos office in California. Deanna is a registered Investment Advisor Representative in the state of California. O'Reilly Wealth Advisors, a firm with headquarters in San Marcos, California, provides financial planning, selection of other advisors, and portfolio management services for individuals.

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ADVISOR BIO

Deanna Marie Clark is an investment advisor representative registered with RBC Capital Markets, LLC. Deanna has been in the industry since September 2004 and has held registrations with both RBC Capital Markets, LLC and Citigroup Global Markets Inc. Deanna is registered in California and Texas, and is also registered as an Investment Advisor Representative in California and Texas. Deanna has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Deanna specializes in providing financial planning, portfolio management, and investment advisory services to a diverse clientele.

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ADVISOR BIO

Deanne Malia Tegtmeier is a financial professional with over 27 years of experience in the financial services industry. Deanne holds the Series 6, 7, 24, 26, 51, 63, and 65 securities licenses and is also a Certified Financial Planner. Deanne currently works at Osaic Wealth, Inc. and is registered with FINRA and the SEC. Deanne's career has spanned roles in various financial institutions, including Sunamerica Securities, Inc. and SagePoint Financial, Inc. In addition to her primary role at Osaic Wealth, Deanne also provides insurance and trust-related services.

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ADVISOR BIO

Debashis Chowdhury is a registered Investment Advisor Representative with Canterbury Consulting Inc. Debashis has over 20 years of experience in the financial services industry. Debashis is a Series 7 and 66 licensed investment professional. Debashis has a strong track record of providing investment advice to a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Debashis is committed to providing his clients with personalized financial planning and investment management services.

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ADVISOR BIO

Debasish Banerjee is a financial advisor with over 30 years of experience in the industry. Debasish currently works at Ministry Partners Securities, LLC and has held previous positions at several firms including Opal Securities, Inc., Ebisu Securities, Inc. and Iris Trading, Inc.. Debasish holds several licenses, including Series 7, 24, 27, 52, 53, 55, 57, 63, 65, 79, 99 and the SIE.

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ADVISOR BIO

Debbie Chen is a financial advisor registered with UBS Financial Services Inc. Debbie is a registered representative with the Securities and Exchange Commission. Debbie works in Pasadena, CA. Debbie Chen has been working in the financial industry since March 19, 2017. Before joining UBS Financial Services Inc., Debbie worked for HSBC SECURITIES (USA) INC.

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ADVISOR BIO

Debbie Molina is a financial advisor with U.S. Bancorp Advisors, LLC. Debbie has been in the financial industry for over 10 years. Debbie is a registered representative and investment advisor representative with FINRA. Debbie has passed the Series 99 and SIE exams.

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ADVISOR BIO

Debbie Gaba is a financial advisor with Independent Financial Group, LLC in San Diego, California. Debbie has been in the financial industry since 2005 and has extensive experience in the areas of financial planning, portfolio management, and pension consulting. Debbie is a registered representative with FINRA and holds Series 7, 9, 10, 63 and SIE licenses. Debbie is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Debbie Winokur is a financial advisor with LPL Financial LLC. Debbie has been in the financial services industry since 1986 and has a variety of experience with different firms. Debbie has been registered with LPL Financial LLC since 2013. Debbie holds Series 7 and Series 63 licenses. Debbie is also a Registered Investment Advisor and holds a Series 65 license. Debbie provides financial planning and investment management services to individuals, families, and businesses. Debbie specializes in retirement planning, college savings, and estate planning.

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ADVISOR BIO

Debbie Figueroa is a licensed and registered representative with J.p. Morgan Securities LLC in Encino, CA. Debbie specializes in providing financial guidance and investment management services for clients. She has over 2 years of experience in the financial industry and is dedicated to helping clients reach their financial goals.

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