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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Brennan Tagg is a financial advisor with over 24 years of experience in the financial services industry. Debra is a Certified Financial Planner and has held a Series 6, 7, 24, 53, 63 and 65 licenses throughout her career. She specializes in providing financial planning, portfolio management and investment advice to individuals, high-net-worth individuals, families, businesses and institutions. Debra has worked at several firms throughout her career, including FSC Securities Corporation, DBT Wealth Consultants, BFS Advisory Group, LLC, and Brennan Financial Services. Currently, Debra is a registered representative with Newedge Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
LA
09/18/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
02/12/1999 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
IA
Issued 10/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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