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Debbie Ann Bectal

Osaic Wealth, Inc.

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About Debbie Ann Bectal

Debbie Ann Bectal is a financial advisor registered with Osaic Wealth, Inc. Debbie has been in the financial services industry since April 15, 2002. Debbie has experience in financial planning, pension consulting and portfolio management for businesses and individuals. She specializes in providing advisory services to corporations, individuals, charitable organizations and pension and profit sharing plans. Debbie has a current registration with FINRA.

Firm Information

Debbie Bectal is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debbie Bectal’s Registration & Firm History

FL

06/14/2024 - Present

Osaic Wealth, Inc. (SARASOTA FL)

FL

03/06/2014 - 06/14/2024

SECURITIES AMERICA, INC. (SARASOTA FL)

FL

03/03/2009 - 03/06/2014

SII INVESTMENTS, INC. (SARASOTA FL)

MA

04/01/1998 - 04/29/2002

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

FL

06/13/1995 - 04/01/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 10/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debbie Ann Bectal.
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