Deborah DematteoCRD Number: 1376406
Current Firm: 10-15 Associates, Inc.
Deborah Dematteo (CRD# 1376406) is an Investment Advisor Representative working at 10-15 Associates, Inc. in Goshen, NY and has over 32 years of experience in the finance industry. Deborah Dematteo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Karagosian Financial Services, Inc.
Regency Wealth Management
Affiliated Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2007 - Current||10|
|10-15 Associates, Inc.||Goshen, NY||Jan 1997 - Current||20|
|Deborah Dematteo||Goshin, NY||Jan 1994 - Current||23|
|Securities America, Inc.||Goshen, NY||Aug 1990 - Nov 2007||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
Total Assets Under Management604MILLIONS
Total Number of Accounts2,707ACCOUNTS
Average Account Value$223,142
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CT, FL, GA, NC, NH, NJ, NY, PA, SC, TX, VT