Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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