Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Briest is a financial advisor with Stifel, Nicolaus & Company, Inc. Deborah has been in the financial industry since 2019 and has held previous roles with Truist Investment Services, Inc. and BB&T Securities, LLC. Deborah holds Series 66, Series 10, Series 9, Series 7TO and SIE licenses. Deborah's specializations include providing investment advisory services to individuals, businesses, and pooled investment vehicles. Deborah also provides financial planning, pension consulting, and educational seminars.
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.
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.
1
2
MO
08/17/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
VA
02/17/2021 - 08/04/2021
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
04/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 08/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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