Debbie Darce Stevens

Wealth Management Assistant at Kore Financial Group LLC

Role: Wealth Management Assistant at Kore Financial Group
Location: Morgan City, LA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Debbie Darce Stevens

I act as a liaison between clients, Financial Advisors, our Broker-Dealer, and custodian…

Experience

Wealth Management Assistant
Kore Financial Group
Dec 2012 — Present · Morgan City, LA, US
Generate accounts for new and existing clients of our firm. Help clients achieve their long- and short-term investing goals. I keep the office running smoothly and efficiently. Guide clients through the process of losing a loved one and having to deal with their financial responsibilities. I have many years of banking experience-new accounts, customer service, secured and unsecured lending, mortgage lending, and investments.

Skills

Event Planning
Operations Management
Financial Services
401k Rollovers
Microsoft Office
Microsoft Excel
Communication
Supervisory Skills
Iras
Volunteering
Consumer Lending
Sep Ira
Public Relations
Retirement Planning
Organization
Social Media
Bonds
Social Networking
Series 7
Stocks
Management
Fundraising
Community Service
Mortgage Lending
Strategic Planning
Stock Market
Scouting
Financial Advisory
Simple Ira
Banking
Mutual Funds
Finance
Retirement Savings
Customer Service
Eagle Scout
401k
Investments
Securities

Contact information

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Work email
•••••@mykorefinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Kore Financial Group

Financial Services · 6 employees · Founded 2006 · Lafayette, Louisiana, United States

At Kore Financial Group, we know financial planning isn\'t just about money. It\'s about feeling secure, stable, and having confidence regarding your finances and the future. Our team applies this \'Kore\' understanding to help clients pursue their financial goals. With our years of training as financial professionals and decades of working in the business, we are committed to helping clients make informed decisions about their money and serving as a trusted resource through life\'s transitions. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Matthew Boudreaux, CFP® — Financial Advisor Mary Ellington — Wealth Management Assistant Tricia Marchand — Wealth Management Advisor Pamela Moye Manuel, LTCP® — Financial Advisor Debbie Stevens — Wealth Management Assistant Michelle DeRouen, MBA, CSA, CPC — Financial Planning Specialist Karen Lasseigne — Client Services Assistant Annie Fruge, AAMS® — Financial Advisor 185 S. Beadle Rd, Building 2 Lafayette, LA 70508

mykorefinancial.com

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