Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Inez Doe is a financial advisor with The Ayco Company, LP, a firm that provides financial services to individuals, families, and businesses. Debra has been in the financial services industry since 2014, and is currently registered with the state of California as an Investment Advisor Representative. Debra has experience with a variety of financial products and services, including investments, retirement planning, and insurance.
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.
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.
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
CA
12/16/2019 - Present
THE Ayco Company, LP (Newport Beach CA)
CA
12/16/2019 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
CA
01/03/2019 - 11/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMECULA CA)
CA
02/10/2014 - 11/24/2015
NAVY FEDERAL BROKERAGE SERVICES, LLC (Escondido CA)
BOTH
Issued 03/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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