Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Richard Debart is a financial professional with over 40 years of experience in the financial services industry. J Richard is registered with Equitable Advisors, LLC and The Debart Group Inc.. J Richard Debart holds several professional designations including Certified Financial Planner and Chartered Financial Consultant and is licensed to provide financial services in 32 states. J Richard Debart specializes in retirement planning, investment management, and insurance. The Debart Group Inc. is an SEC registered investment advisor. J Richard Debart and The Debart Group Inc. are committed to providing their clients with personalized financial advice and guidance.
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.
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2
NY
10/19/2010 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
12/01/1976 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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