Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Jean Farris is a registered representative with Private Client Services, LLC located in LOUISVILLE, KY. Debra has been in the industry since 2012 and has held previous roles with Raymond James & Associates, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Debra has passed both the Securities Industry Essentials Exam and the Operations Professional Examination. Debra focuses on working with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Private Client Services, LLC offers a variety of services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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KY
02/06/2018 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
09/26/2017 - 12/11/2017
RAYMOND JAMES & ASSOCIATES, INC. (LOUISVILLE KY)
KY
03/21/2012 - 07/10/2017
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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