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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 Hellyer Sherman is a financial advisor with Mariner Wealth. Debra has been a registered investment advisor for over 20 years. She is licensed in Maryland, Pennsylvania, and Virginia. Debra is a licensed Series 7, 63, and 65 representative. Prior to joining Mariner Wealth Debra was with Financial Network Investment Corporation and PNC Brokerage Corp. She holds a special focus on providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
PA
02/15/2023 - Present
Mariner Wealth (Mechanicsburg PA)
CA
02/09/1999 - 06/21/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
05/27/1998 - 02/10/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 01/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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