Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Ann Disimone is an Investment Advisor Representative at Crawford Investment Counsel Inc. Debra is registered in Georgia and has been in the financial services industry since 1997. Debra has a Series 63, 65, 7 and 55 license. Debra is a dedicated and experienced financial professional committed to providing personalized financial guidance to individual clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
05/16/2007 - Present
Crawford Investment Counsel Inc. (ATLANTA GA)
NY
07/18/1997 - 03/11/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Debra Disimone is the right advisor for you? Invested Better is here to help.
