Unclaimed
Debra Targett is a financial advisor who has been in the industry since 1984. Debra is registered with Benjamin F. Edwards & Company, Inc. and has a wide range of experience in providing financial advice to individuals, businesses, and trusts. Debra has a strong track record of success and is committed to helping her clients achieve their financial goals. Debra is a Certified Financial Planner and holds Series 3, 7, 52, and SIE licenses. Debra specializes in offering a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
01/08/2019 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
01/01/2008 - 10/01/2014
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
05/18/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOYNTON BEACH FL)
NJ
10/16/1990 - 05/21/1992
J. B. HANAUER & CO. (PARSIPPANY NJ)
NA
10/17/1988 - 01/30/1989
EXCHANGE SECURITIES CORP.
NA
06/27/1984 - 06/22/1988
SHEARSON LEHMAN HUTTON INC.
NA
06/27/1983 - 08/07/1985
HERETH, ORR & JONES, INC.
NA
12/27/1983 - 07/06/1984
RICHARDSON GREENSHIELDS SECURITIES INC.
NA
06/05/1982 - 07/05/1983
HANAUER, STERN & COMPANY,INCORPORATED
NA
01/21/1982 - 05/26/1982
DONALD SHELDON & CO., INC.
BC
Issued 08/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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