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Debra Goodstein

IC Advisory Services, Inc.

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About Debra Goodstein

Debra Goodstein is a Registered Representative and Investment Advisor Representative at IC Advisory Services, Inc. Debra has been working in the financial services industry since December 19, 2016. Debra previously worked at CETERA FINANCIAL SPECIALISTS LLC. Debra is registered with FINRA and the states of California, District of Columbia, Michigan, New Jersey, New York, Ohio, Pennsylvania, and Virginia. Debra holds the Series 66, Series 7, and SIE exams. Debra specializes in financial planning, pension consulting, and selection of other advisors. Debra also provides portfolio management for businesses and individuals.

Firm Information

Debra Goodstein is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Goodstein’s Registration & Firm History

NY

12/04/2023 - Present

IC Advisory Services, Inc. (BROOKLYN NY)

NY

12/20/2016 - 01/22/2019

CETERA FINANCIAL SPECIALISTS LLC (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 01/19/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Debra Goodstein.
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