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Deborah Elizabeth Marks

Truist Investment Services, Inc.

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About Deborah Elizabeth Marks

Deborah Marks is a financial advisor with Truist Investment Services, Inc. in Cleveland, OH. Deborah has been in the industry since November 21, 1994, and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., MCDONALD INVESTMENTS INC., KEY INVESTMENTS INC., and SOCIETY INVESTMENTS, INC. Deborah holds the Series 7, Series 63, and SIE licenses.

Firm Information

Deborah Marks is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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.

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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Deborah Marks’s Registration & Firm History

OH

09/27/2019 - Present

Truist Investment Services, Inc. (CLEVELAND OH)

OH

03/06/2018 - 09/30/2019

WELLS FARGO CLEARING SERVICES, LLC (CLEVELAND OH)

OH

06/18/2012 - 02/26/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTLAKE OH)

OH

02/10/2011 - 07/13/2012

MORGAN STANLEY SMITH BARNEY (WESTLAKE OH)

OH

02/25/2005 - 02/10/2011

CITIGROUP GLOBAL MARKETS INC. (WESTLAKE OH)

OH

05/14/1999 - 03/01/2005

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

OH

08/16/1995 - 05/14/1999

KEY INVESTMENTS INC. (CLEVELAND OH)

OH

03/03/1995 - 06/30/1995

KEY INVESTMENTS INC. (CLEVELAND OH)

NA

09/30/1994 - 03/03/1995

SOCIETY INVESTMENTS, INC.

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Licenses & Designations

BC

Issued 12/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Deborah Elizabeth Marks. Review regulatory record here.
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