Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lobello is an investment advisor representative with Fifth Third Securities, Inc. in Bonita Springs, Florida. Debra has been in the industry since 2021 and has a Series 63, 65, and 6TO license. Debra focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Debra's previous experience includes roles at Chase JP Morgan, BBT, and Fifth Third Bank.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/01/2022 - Present
Fifth Third Securities, Inc. (Bonita Springs FL)
IA
Issued 7/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/7/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/13/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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