Debora A. Majher
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Debora Ann Majher, who also goes by Debbi Giltz, was a registered financial professional .
Debora is a previously registered financial professional and started their career in finance in 2008. Debora had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2023 - April 14, 2026
EVERGREEN WEALTH LLC
July 8, 2016 - December 31, 2022
GRADIENT ADVISORS, LLC
January 18, 2012 - July 12, 2016
LEGEND ADVISORY, LLC
January 17, 2012 - July 12, 2016
LEGEND EQUITIES CORPORATION
February 18, 2010 - January 20, 2012
EQUITABLE ADVISORS, LLC
October 24, 2008 - March 4, 2009
AMERICAN FAMILY SECURITIES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
EVERGREEN WEALTH LLC
CRD#: 323244 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 762,592 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
