Deborah Lynne Sopher

Current Employers

Employment History

• 10/2010 → Present
  Trek Financial
  Scottsdale, AZ
• 03/2016 → 05/2019
  World Equity Group
  Bellaire, TX
• 05/2019 → 06/2020
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-10-30 → 2019-06-03
  World Equity Group, Inc.
  Bellaire, TX
  Bellaire, TX
  Schaumburg, IL
• 2005-06-01 → 2016-03-18
  Equitable Advisors, Llc
  New York, NY
  Bellaire, TX
  Houston, TX
• 1996-05-29 → 2005-06-01
  Mony Securities Corporation
  Houston, TX

Other Businesses

Strategic Financial Services (DBA) for RIA Business conducted through BCJ Financial Group; Investment related; 4545 Bissonnet St, Suite 284 Bellaire TX, 77401; Financial Planning and investment advisory services; owner; 160 hours/month; 140 trading hours/month; Financial planning and investment advisory services for clients. BCJ Capital Management: investment related; 4545 Bissonnet St, suite 284, Bellaire tx 77401; financial planning and investment advisory services; IAR; 10/2010; 120 hours a month; 100 trading hours a month; provide financial planning an investment advisory 40bcj FINANCIAL GROUP; NOT INVESTMENT RELATED; 4545Bissonnet t, suite 204 Bellaire tx 77401; fixed insurance and annuity sales and service; insurance representative; 10/2010; 40 hours a month; 40 trading hours a month; through detailed financial planning with client, perform needs determination for insuranc e for annuity products. Complete evaluation of appropriate product and complete sale. Ongoing service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-10
• S63 Uniform Securities Agent State Law Examination
  1996-05-28

Other Names

• Deb Sopher
• Deborah Lynne Green