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Debra Jean Roadarmel

Avantax Investment Services, Inc.

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About Debra Jean Roadarmel

Debra Roadarmel is a financial advisor with Avantax Investment Services, Inc. based in ELYSBURG, Pennsylvania. Debra has been in the financial industry since 2000. Debra has Series 6 and Series 63 licenses and is registered to offer investment advice in Florida, North Carolina, Pennsylvania, and Rhode Island. Prior to joining Avantax Investment Services, Inc., Debra worked at H&R Block Financial Advisors, Inc. and BirchTree Financial Services, Inc.

Firm Information

Debra Roadarmel is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Debra Roadarmel’s Registration & Firm History

PA

06/29/2005 - Present

Avantax Investment Services, Inc. (ELYSBURG PA)

MI

11/19/2001 - 06/23/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

MN

02/08/2001 - 11/20/2001

BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MI

11/21/2000 - 02/14/2001

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

BC

Issued 11/30/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Jean Roadarmel.
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