Unclaimed
Debra Murawski is an investment advisor representative registered with Osaic Wealth, Inc., and is currently active. Debra holds the Series 7, 63, 65, and SIE licenses, and has been in the industry since 2003. Debra is registered in 11 states. Debra specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals, and Portfolio Management for Businesses. Debra also provides insurance services and works as a substitute teacher. Debra is an advisor representative at Securities America, Inc. for over 3 years and has a long history in the Financial Services sector.
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.
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.
1
2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (Rutherford NJ)
NJ
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Rutherford NJ)
NJ
11/19/2003 - 07/17/2020
INVESTACORP, INC. (Rutherford NJ)
IA
Issued 05/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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