Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Reardon is an investment advisor representative with Truist Advisory Services, Inc. She has been in the financial services industry since 1994. Debra specializes in offering financial planning, portfolio management, and educational seminars to individuals, businesses, and other clients. She is licensed to provide investment advice in multiple 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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/04/2024 - Present
Truist Advisory Services, Inc. (ORMOND BEACH FL)
NY
03/03/2000 - 07/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/21/1994 - 12/23/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/27/1993 - 06/10/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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