linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Debra Ann Gardi

Forum Financial Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Debra? Claim Your Profile

About Debra Ann Gardi

Debra Gardi is a financial professional with over 30 years of experience in the industry. Debra currently works as a Registered Representative and Investment Advisor Representative for Forum Financial Management, LP based in Lombard, Illinois. Previously, Debra worked for CETERA FINANCIAL SPECIALISTS LLC in Sarasota, Florida and H.D. VEST INVESTMENT SECURITIES, INC. in Dallas, Texas. Debra specializes in portfolio management for businesses and individuals and also provides financial planning services. Debra holds a Series 6, Series 63, and Series 65 licenses and is a Certified Public Accountant (CPA).

Firm Information

Debra Gardi is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Debra Gardi’s Registration & Firm History

FL

01/25/2019 - Present

Forum Financial Management, LP (SARASOTA FL)

FL

07/31/1998 - 01/23/2019

CETERA FINANCIAL SPECIALISTS LLC (SARASOTA FL)

TX

01/12/1995 - 07/22/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

IL

02/03/1992 - 12/09/1994

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

Not sure if Debra Ann Gardi is right for you?

Licenses & Designations

IA

Issued 08/18/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Ann Gardi.
Not sure if Debra Ann Gardi is right for you?