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Deborah Thayer Testa

American Portfolios Financial Services, Inc.

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About Deborah Thayer Testa

Deborah Thayer Testa is a financial professional with over 30 years of experience in the industry. Deborah is currently registered with American Portfolios Financial Services, Inc. Deborah has held previous positions at MULTI-FINANCIAL SECURITIES CORPORATION, LEGACY FINANCIAL SERVICES, INC., QUESTAR CAPITAL CORPORATION, CHARTER ONE SECURITIES, INC., LOCUST STREET SECURITIES, INC., and CUYAHOGA FINANCIAL SERVICES AGENCY, INC. Deborah holds the Series 6, Series 63, and SIE licenses. Deborah is registered in 20 states, including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and Washington.

Firm Information

Deborah Testa is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Deborah Testa’s Registration & Firm History

OH

01/09/2009 - Present

American Portfolios Financial Services, Inc. (LYNDHURST OH)

OH

07/18/2007 - 01/12/2009

MULTI-FINANCIAL SECURITIES CORPORATION (LYNDHURST OH)

OH

02/03/2004 - 07/18/2007

LEGACY FINANCIAL SERVICES, INC. (LYNDHURST OH)

MN

11/14/2002 - 01/29/2004

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

OH

03/15/1999 - 11/14/2002

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IA

10/16/1998 - 03/15/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

OH

10/22/1990 - 10/26/1998

CUYAHOGA FINANCIAL SERVICES AGENCY, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deborah Thayer Testa.
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