Unclaimed
Debra Fournier has been in the financial services industry since 1994. Debra is a registered representative and investment advisor representative with LPL Financial LLC. Debra also holds the Series 7, Series 63, and Series 65 securities licenses. Debra has worked with clients in various capacities during her career. Debra specializes in providing financial planning services to individuals and families. Debra is also a Certified Financial Planner (CFP). Debra is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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
NJ
10/15/2008 - Present
LPL Financial LLC (SPRING LAKE NJ)
NJ
11/24/2004 - 10/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MANASQUAN NJ)
NY
08/29/1995 - 12/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/25/1994 - 10/27/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
02/06/1995 - 08/14/1995
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 10/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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