Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Denise Di Napoli is a financial advisor with over 23 years of experience in the financial services industry. Debra currently works with LPL Financial LLC and has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, SOUTH VALLEY WEALTH MANAGEMENT, and CHARLES SCHWAB & CO., INC. Debra is registered to provide investment advice in 53 states and is a registered investment advisor in Florida. Debra has a broad range of experience, including portfolio management, financial planning, and consulting services.
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.
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2
FL
11/08/2021 - Present
LPL Financial LLC (FERNANDINA BEACH FL)
FL
09/22/2015 - 10/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
OR
04/24/2013 - 09/01/2015
WELLS FARGO ADVISORS, LLC (MEDFORD OR)
OR
04/27/2006 - 01/06/2012
SOUTH VALLEY WEALTH MANAGEMENT (KLAMATH FALLS OR)
TX
02/24/1999 - 03/29/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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