Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Suzanne Petansky is a financial advisor with over 9 years of experience in the financial services industry. Deborah is currently registered with Wells Fargo Clearing Services, LLC in Texas. Deborah has previously worked with J.P. MORGAN SECURITIES LLC and Fidelity Brokerage Services LLC. Deborah holds Series 7, 63 and 65 securities licenses and the SIE exam. Deborah specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Investment consulting services to institutional clients
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
TX
04/28/2023 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
03/30/2018 - 09/13/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
09/02/2014 - 12/19/2016
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
TX
08/19/2004 - 11/16/2007
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Deborah Petansky is the right advisor for you? Invested Better is here to help.
