Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Sophia Rumble is a financial professional with over 39 years of experience in the industry. Debra is currently registered as a Registered Representative with Janney Montgomery Scott LLC. Debra has held previous positions at Ameritas Investment Corp., Carillon Investments, Inc., and The Great-West Life Assurance Company. Debra holds the Series 6, 7TO and SIE licenses. Debra is also a Chartered Financial Consultant. Debra specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/04/2006 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
06/30/2006 - 12/08/2006
AMERITAS INVESTMENT CORP. (EXTON PA)
PA
03/30/1988 - 06/30/2006
CARILLON INVESTMENTS, INC. (EXTON PA)
CO
05/30/1984 - 04/05/1988
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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