Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Dragich is a financial professional with over 25 years of experience in the industry. Debra is currently registered with Raymond James & Associates, Inc. and has previously been registered with Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Bill Few Associates, and Walnut Street Securities, Inc. Debra holds the Series 7, Series 63, Series 65, and SIE licenses and is also a Certified Financial Planner. Debra's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Debra has a history of working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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
03/13/2015 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
PA
06/01/2009 - 03/25/2015
MORGAN STANLEY (SEWICKLEY PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEWICKLEY PA)
MD
12/08/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
09/02/1997 - 09/28/1999
BILL FEW ASSOCIATES (PITTSBURGH PA)
CA
02/06/1997 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 01/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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