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DEBORAH SUE WELLER
DEBORAH SUE KRAMER
CRD#: 1280240
IA
B
OSAIC WEALTH, INC.CRD#: 23131 12901 SE 97TH AVENUE
STE #110
CLACKAMAS, OR 97015
STE #110
CLACKAMAS, OR 97015
0
Disclosures
40
Years of Experience
View By:
State Registrations
B
Arizona 6/14/2024
B
Oregon 6/14/2024
B
California 6/14/2024
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Oregon 6/14/2024
B
Colorado 6/14/2024
B
Texas 6/14/2024
B
District of Columbia 6/14/2024
B
Utah 6/14/2024
B
Florida 6/14/2024
B
Washington 6/14/2024
B
Minnesota 6/14/2024
SRO Registrations
B
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Registered with this firm since 6/14/2024
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Registered with this firm since 6/14/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/17/2020 - 06/14/2024 | CLACKAMAS, OR | |
B | 07/17/2020 - 06/14/2024 | CLACKAMAS, OR | |
IA | 08/17/1998 - 07/17/2020 | CLACKAMAS, OR | |
B | 09/28/1987 - 07/17/2020 | CLACKAMAS, OR | |
B | 07/02/1985 - 12/21/1987 | ||
B | 10/18/1984 - 05/28/1985 | ||
B | 07/30/1984 - 12/18/1984 |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.