Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Ann Plunkett is a registered representative with Davenport & Co. LLC in VIRGINIA BEACH, VA. Deborah has been in the industry since 2004 and has experience working with high net worth individuals, corporations, and charitable organizations. Deborah specializes in providing financial planning and investment advice, and she is a licensed Series 7 and SIE exam holder. Deborah has previously worked with Truist Investment Services, Inc. and BB&T Securities, LLC.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
10/15/2021 - Present
Davenport & Co. LLC (VIRGINIA BEACH VA)
VA
02/17/2021 - 10/05/2021
TRUIST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (VIRGINIA BEACH VA)
VA
11/22/2004 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (VIRGINIA BEACH VA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
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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