Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Debreceni is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. David has been in the financial services industry since 2010 and has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. David holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. David is committed to providing his clients with personalized financial advice and helping them reach their financial goals. David currently serves clients in Sewell, New Jersey and surrounding areas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
07/07/2021 - Present
Edward Jones (Sewell NJ)
PA
04/16/2013 - 06/20/2014
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
11/18/2010 - 05/01/2013
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
BOTH
Issued 05/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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