Unclaimed
Debra Leanne Piercy has been in the financial services industry since 1996. Debra is a Certified Financial Planner and is currently registered with Wells Fargo Advisors Financial Network, LLC. Debra also has prior experience with Wells Fargo Clearing Services, LLC, BANC of America Investment Services, INC., NATIONSSECURITIES, and BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC. Debra's areas of specialization include retirement planning, college savings, estate planning, and insurance. Debra offers investment consulting services to institutional clients in addition to financial planning services for individuals and businesses. Debra is also a Registered Representative and Investment Advisor Representative, licensed in 24 states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
01/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
02/27/2009 - 01/12/2023
WELLS FARGO CLEARING SERVICES, LLC (LITTLE ROCK AR)
AR
01/01/1998 - 03/05/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LITTLE ROCK AR)
NA
10/15/1997 - 01/01/1998
NATIONSSECURITIES
AR
01/01/1997 - 10/15/1997
BOATMEN'S INVESTMENT SERVICES OF ARKANSAS, INC. (LITTLE ROCK AR)
IA
Issued 09/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Debra Piercy is the right advisor for you? Invested Better is here to help.