Unclaimed
Debbie Best is a financial advisor with over 25 years of experience in the financial services industry. Debbie is currently registered with Edward Jones and has been with the firm since August 2017. Prior to that, Debbie was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she was registered from May 1996 to August 2015. Debbie is a Certified Financial Planner™ and holds the Series 7, Series 63, Series 65 and Series 66 licenses. Debbie specializes in providing financial planning, portfolio management, pension consulting and selection of other advisors for individuals, businesses and families. Debbie is committed to providing her clients with personalized service and tailored financial solutions.
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
NC
01/27/2020 - Present
Edward Jones (Fayetteville NC)
NC
05/02/1996 - 08/12/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE NC)
BOTH
Issued 08/05/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1996
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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