Deb Sims [ChFEBC℠]
16906 VIA DE SANTA FE
RANCHO SANTA FE, CA 92067
Original Certification Date: 5/2/2024
ChFEBC℠ Number: D2S40504S
Organization: ESTATE MANAGEMENT GROUP
Broker Dealer: MADISON AVENUE SECURITIES LLC
Phone: 858.756.0004
Cell: 619.572.6895
Fax: 619.764.5802
Email: DSIMS@ESTATEMANAGEMENTGROUP.COM\
Website: www.estatemanagementgroup.com ; www.engagingwomeninwealth.com
States Currently Licensed: CA, AZ, CO, FL, KS, MA, MN, MO, NV, NM, NY, NC, OR, TX, UT, VA
State Insurance License: 0C74190
CRD #: 1275290
Primary Insurance: OPTIONS AVAILABLE DEPENDING ON SUITABILITY AND AVAILBILITY OF PRODUCTS
Primary Investment: OPTIONS AVAILABLE DEPENDING ON SUITABILITY AND AVAILBILITY OF PRODUCTS
Services: Financial planning, Asset Management, Estate and Legacy Planning, Retirement Planning, Federal Retirement Planning