Deborah Maher, financial advisor Norwich VT

Deborah Maher

CRD Number: 7429053
Current Firm: Otto & Associates, Inc.

Deborah Maher (CRD# 7429053) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. Deborah Maher 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.

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Professional Designations
Company Name Location Dates Years
Otto & Associates, Inc. Norwich, VT Feb 1997 - Current 26

Deborah Maher has no recent exams reported.
Contact Info for Deborah L. Maher
Phone Number: 802-649-1946
Registered State(s):
  • CT
  • NH
  • NY
  • NC
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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