Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Grodecki is an active investment advisor representative. Deborah has been in the industry since 1997 and is currently employed with IP Financial Advisory Services LLC. Deborah has held positions with several other firms, including Royal Alliance Associates, Inc. Deborah is licensed in Maine, North Carolina, and Texas. She holds a variety of industry licenses and has passed the General Securities Representative Examination (Series 7), the General Securities Principal Examination (Series 24), the Uniform Securities Agent State Law Examination (Series 63), and the Uniform Combined State Law Examination (Series 66). Deborah specializes in working with individuals and providing financial planning and portfolio management services.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
03/19/2021 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
TX
01/26/2021 - 03/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (HOUSTON TX)
TX
12/21/2018 - 07/07/2020
CETERA ADVISORS LLC (CONROE TX)
TX
10/05/2017 - 12/24/2018
QUESTAR CAPITAL CORPORATION (Conroe TX)
TX
01/05/2017 - 09/26/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
06/15/2016 - 11/30/2016
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
03/21/2013 - 04/15/2015
E*TRADE SECURITIES LLC (HOUSTON TX)
TX
10/08/2010 - 03/01/2013
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
09/21/1993 - 11/25/2008
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BOTH
Issued 11/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 05/02/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deborah Grodecki is the right advisor for you? Invested Better is here to help.
