Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Detray is a financial advisor with Trek Financial. Deborah has been in the financial industry since 1994. Deborah works with clients to develop a personalized financial plan. Deborah is registered with the state of Ohio to provide investment advisory services. In addition to Trek Financial, Deborah has worked with LPL FINANCIAL LLC, NATIONAL PLANNING CORPORATION, WALNUT STREET SECURITIES, INC., AMERICAN INVESTMENT SERVICES, INC., SUNAMERICA SECURITIES, INC., and WMA SECURITIES, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
AZ
12/12/2019 - Present
Trek Financial (SCOTTSDALE AZ)
OH
07/31/2012 - 10/21/2013
LPL FINANCIAL LLC (DEFIANCE OH)
OH
06/10/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (DEFIANCE OH)
CA
08/03/2000 - 06/19/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
OK
12/21/1998 - 08/02/2000
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
AZ
01/31/1996 - 12/23/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
09/30/1994 - 02/09/1996
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Deborah Detray is the right advisor for you? Invested Better is here to help.
