Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Cinquemani has been a financial professional since 1997 and holds a Certified Financial Planner designation. Debra is currently registered with Principal Securities, Inc. and Principal Advised Services. Debra has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans and state or municipal government entities. Debra's practice focuses on providing investment advice and financial planning to clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/14/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
AL
02/01/2017 - 11/04/2022
THRIVENT INVESTMENT MANAGEMENT INC. (BIRMINGHAM AL)
FL
07/21/1998 - 11/14/2002
INVESTACORP, INC. (MIAMI FL)
GA
10/06/1997 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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