Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Billingsley Patterson is a financial advisor with Equity Services, Inc. Debra has been in the industry since 1996, serving individual and institutional clients. Debra holds Series 6, 7, 26, 51, 63, and 66 licenses, and provides financial planning, investment management, and pension consulting services. Debra has also worked with W&S Brokerage Services, Inc., Pruco Securities, LLC., Synergy Investment Group, LLC, RBC Centura Securities, Inc., and The Prudential Insurance Company of America. Debra is registered in North Carolina and South Carolina.
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.
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.
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2
NC
03/21/2017 - Present
Equity Services, Inc. (CHARLOTTE NC)
NC
12/20/2010 - 02/11/2015
W&S BROKERAGE SERVICES, INC. (HIGH POINT NC)
MO
02/07/2007 - 08/31/2009
PRUCO SECURITIES, LLC. (ST. LOUIS MO)
SC
01/24/2006 - 11/09/2006
SYNERGY INVESTMENT GROUP, LLC (GREENVILLE SC)
NC
05/15/2001 - 04/21/2004
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NJ
05/26/1992 - 09/06/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 03/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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