Unclaimed
Debbie Feest is a financial advisor with MML Investors Services, LLC. Debbie has been working in the financial industry since 1993, and is registered as a financial advisor in North Carolina. Debbie's experience includes working with a variety of clients, including individuals, corporations, and trusts. Debbie's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Debbie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
03/25/2024 - Present
MML Investors Services, LLC (Huntersville NC)
NC
06/17/2021 - 04/02/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORNELIUS NC)
MA
10/28/2015 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (HYANNIS MA)
MA
06/01/2009 - 04/22/2015
MORGAN STANLEY (HYANNIS MA)
MA
10/20/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HYANNIS MA)
MA
08/14/2006 - 10/03/2008
KOVACK SECURITIES INC. (SOUTH ORLEANS MA)
MA
06/05/1995 - 08/14/2006
NATIONAL SECURITIES CORPORATION (ORLEANS MA)
MA
08/06/1993 - 06/05/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NY
04/08/1993 - 07/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/07/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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