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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Rochelle Yurchak is a financial advisor with LPL Financial LLC. Deborah Rochelle Yurchak has been in the financial services industry since March 3, 2000, and has experience with Securian Financial Services, Inc., Kestra Investment Services, LLC, Woodbury Financial Services, Inc., Lincoln Investment, CitiStreet Equities LLC and Susquehanna Capital Group. Deborah Rochelle Yurchak holds Series 63, Series 7, and SIE licenses. Deborah Rochelle Yurchak is registered with FINRA and registered in Delaware, Florida, Maryland, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
Consulting and other non-discretionary advisory services
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
PA
08/08/2018 - Present
LPL Financial LLC (WAYNE PA)
PA
06/16/2016 - 07/23/2018
SECURIAN FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
03/22/2013 - 06/02/2016
KESTRA INVESTMENT SERVICES, LLC (FORT WASHINGTON PA)
PA
02/17/2012 - 03/26/2013
WOODBURY FINANCIAL SERVICES, INC. (SOUTHAMPTON PA)
PA
10/15/2004 - 02/27/2012
LINCOLN INVESTMENT (JENKINTOWN PA)
NJ
04/17/2003 - 10/25/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
PA
09/16/1998 - 11/20/2001
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 05/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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