Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Rotondo is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Debra has been a financial advisor for over 20 years, with experience at several firms including Ryan Beck & Co. and Gruntal & Co., L.L.C.. Debra holds the Series 63, SIE, and Series 7 licenses and is registered in 50 states. Debra specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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
07/10/2007 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
PA
04/29/2002 - 07/10/2007
RYAN BECK & CO. (BETHLEHEM PA)
NY
10/24/2000 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
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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