Deborah Cooney is a registered investment advisor, based in Clearwater, FL, with 32 years of industry experience.
Location
2555 Enterprise Rd, Ste 4, Clearwater, FL, 33763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Deborah is involved in several business activities, including owning rental properties and acting as an agent for Avantax Insurance Agency, where she may sell various types of annuities. She also owns Cooney Financial Inc, where she works nearly full-time providing accounting, tax preparation, and financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Investacorp, INC.Broker
Salomon Brothers INC.Broker
Investacorp, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.