Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Rae Martin is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Debra has been in the industry since 1997 and has held several roles with various firms. Debra Rae has a deep understanding of the financial services industry and is committed to providing her clients with personalized financial advice. She holds licenses for both securities and investment advisory services. Debra Rae Martin specializes in providing financial planning, investment management, and selection of other advisors. She also has experience working with high-net-worth individuals, corporations, and charitable organizations. Debra Rae Martin works out of the firm's State College, PA office.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
02/08/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (STATE COLLEGE PA)
PA
09/09/2019 - 01/31/2022
INFINEX INVESTMENTS, INC. (Jersey Shore PA)
PA
03/07/2017 - 09/06/2019
SANTANDER SECURITIES LLC (WILLIAMSPORT PA)
PA
03/24/2016 - 03/01/2017
PNC INVESTMENTS (STATE COLLEGE PA)
PA
12/05/2012 - 04/30/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (STATE COLLEGE PA)
PA
10/04/2011 - 03/02/2012
PRIMEVEST FINANCIAL SERVICES, INC. (WELLSBORO PA)
PA
02/08/2006 - 10/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WELLSBORO PA)
CT
01/01/2004 - 06/06/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
01/23/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MD
10/07/2000 - 01/19/2001
M&T SECURITIES, INC. (BALTIMORE MD)
PA
05/15/1995 - 10/07/2000
KEYSTONE BROKERAGE, LLC (WILLIAMSPORT PA)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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