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 an active registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the financial industry since 1989. Debra has experience with various firms, including NYLIFE Securities LLC, Lincoln Financial Advisors Corporation, and Fidelity Brokerage Services LLC. Debra holds a number of licenses and designations, including Series 7, Series 10, Series 9, Series 63, and Series 65. Debra is registered in 53 states and offers a variety of services to individual and business clients, including portfolio management, investment advisory services, and financial planning. Debra 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
NY
11/15/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
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 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
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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