Unclaimed
Debra Appaluccio is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, SC. Debra has been in the industry since November 2, 1999, and holds Series 7, Series 63, and SIE licenses. Debra has a wide range of experience and can provide a variety of financial services, including financial planning, portfolio management, and pension consulting. Debra has a strong track record of success and is committed to providing her clients with personalized, high-quality advice.
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
09/29/2022 - Present
LPL Financial LLC (RIDGEWOOD NJ)
NJ
11/03/1999 - 09/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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