Unclaimed
Deborah Graver is an investment advisor representative with Kestra Advisory Services, LLC. Deborah has been in the financial services industry since 1995. Deborah has a Series 7, Series 63, Series 65 and Series 24. Deborah provides financial advice and investment management services to individual clients, corporations, trusts, and charitable organizations. Deborah is also a partner in Signature Select Wealth, an independent registered investment advisor (RIA). Deborah works with high net worth clients to advise and guide them towards 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.
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.
1
2
PA
07/26/2023 - Present
Kestra Advisory Services, LLC (PITTSBURGH PA)
PA
02/16/1996 - 01/23/2015
LPL FINANCIAL LLC (PITTSBURGH PA)
NY
01/06/1995 - 02/22/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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