Unclaimed
Debra Grewell Perry has been in the financial industry for over 20 years. Currently, Debra is registered with Invicta Capital LLC. Previously, Debra has also held licenses with PROEQUITIES, INC. and LPL FINANCIAL LLC. Debra is licensed in Ohio and holds the Series 6 and Securities Industry Essentials Examination licenses.
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.
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.
1
2
OH
10/04/2019 - Present
Invicta Capital LLC (Worthington OH)
OH
05/08/2012 - 10/22/2019
PROEQUITIES, INC. (WORTHINGTON OH)
OH
12/20/2002 - 02/22/2011
LPL FINANCIAL LLC (WEST CHESTER OH)
MA
10/09/2002 - 12/20/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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