Deborah Rounick, financial advisor Conshohocken PA
94 score

Deborah Rounick

CRD Number: 6286062
Current Firm: Ameriprise Financial Services, Inc.

Deborah Klatz Rounick (CRD# 6286062) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Conshohocken, PA and has 2 years of experience in the finance industry.

 

Deborah Klatz Rounick
Financial Advisor
Klatz Rounick & Associates
A financial advisory practice of Ameriprise Financial Services, Inc.
.................................

Ameriprise Financial Services, Inc.
Eight Tower Bridge
161 Washington Street, Ste. 1300
Conshohocken, PA 19428

O: 610.897.2816 | E: [email protected]
Toll Free: 800.793.4840

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Conshohocken, PA Feb 2016 - Current < 1
Janney Montgomery Scott LLC Philadelphia, PA Jan 2014 - Current 2
Rumble Philadelphia, PA Dec 2012 - Current 4
Drexel University Philadelphia, PA Sep 2009 - Current 7
Purdue University West Lafayette, IN Aug 2008 - Current 8
Lower Moreland High School Huntingdon Valley, PA Sep 2004 - Current 12
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Apr 2014
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Deborah K. Rounick
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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