Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Gandy is a registered investment advisor representative with Peachcap TAX & Advisory, LLC, and has been in the financial services industry since November 2003. Debbie Gandy is licensed to provide investment advice in several states, including California, Kansas, Alaska, Arizona, Florida, Hawaii, Idaho, Nevada, New Hampshire, New York, Oklahoma, Oregon, South Carolina, Tennessee, Utah, Washington, Wisconsin and Wyoming. She has experience working with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Debbie Gandy also has experience providing financial planning services, selecting other advisors, and managing portfolios for both individuals and businesses. Debbie Gandy was previously registered with KESTRA INVESTMENT SERVICES, LLC, MORGAN STANLEY, and CITIGROUP GLOBAL MARKETS INC.
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.
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.
Shares in third-party adviser fees
1
2
GA
01/03/2020 - Present
Peachcap TAX & Advisory, LLC (ATLANTA GA)
CA
12/11/2014 - 08/23/2018
KESTRA INVESTMENT SERVICES, LLC (Calabasas CA)
CA
06/01/2009 - 12/11/2014
MORGAN STANLEY (OXNARD CA)
CA
11/26/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OXNARD CA)
BOTH
Issued 06/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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