Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Press is a financial advisor with over 30 years of experience in the industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has previously held positions with NYLIFE Securities LLC, Lincoln Financial Advisors Corporation, Fidelity Brokerage Services LLC, and Quick & Reilly, Inc. Debra has a wide range of experience working with individuals, businesses, and institutions. Debra is licensed in over 50 states to provide investment advice, and her areas of expertise include portfolio management, financial planning, and retirement planning. She is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
11/15/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
MD
08/23/2012 - 04/05/2017
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
01/13/2012 - 03/23/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
MD
08/20/1992 - 01/15/2010
FIDELITY BROKERAGE SERVICES LLC (TOWSON MD)
NY
10/22/1986 - 09/16/1992
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 7/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/5/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/9/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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