Unclaimed
Debra Groff is a financial advisor with Edward Jones. Debra has been in the industry since 1996 and has a Series 7, Series 63 and SIE license. She has a diverse background in financial services, working previously for Cambridge Investment Research, Inc. and Peacock, Hislop, Staley & Given, Inc. Debra provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans.
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.
See schedule d - miscellaneous
1
2
AZ
04/11/2022 - Present
Edward Jones (Phoenix AZ)
AZ
04/28/2008 - 03/03/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (PHOENIX AZ)
AZ
03/05/1996 - 10/10/2007
PEACOCK, HISLOP, STALEY & GIVEN, INC. (PHOENIX AZ)
BC
Issued 03/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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