Tech Wealth ManagementFinancial Advisor, Cetera Investment Services LLC*Phone: 408-467-6912 Email
Debbie Krumwiede is a Financial Advisor, Cetera Investment Services LLC She has been serving members and addressing their investment needs for more than 20 years.
As a Financial Advisor, Debbie works to create a comprehensive plan that incorporates a client’s goals and objectives. She is a retirement specialist — having helped many clients over the years with their 401k rollovers and distribution choices. She also prides herself on building strong client relationships through needs analysis and implementation of investment strategies.
Debbie is registered through Cetera Investment Services LLC in the state of California. She holds a California State Life and Health License as well as the following FINRA Registrations through Cetera Investment Services LLC: Series 7 General Securities, Series 63 Uniform Securities Agent State Law, and Series 65 Uniform Investment Advisor Law.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value
● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.
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