Unclaimed
John paul Debard is an investment advisor representative at PNC Investments. John paul has been in the industry since 1995 and has a wide range of experience. John paul holds several licenses, including Series 6, 7, 63, 65, and 66. John paul has also passed the SIE exam. John paul has worked for several firms over the years, including Wachovia Securities, LLC, Wall Street Financial Group, Inc., CitiCorp Investment Services, First Union Brokerage Services, Inc., and Fleet Enterprises, Inc. John paul is currently registered in 11 states, including Delaware, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/13/2011 - Present
PNC Investments (BETHLEHEM PA)
PA
05/08/2002 - 01/17/2007
WACHOVIA SECURITIES, LLC (QUAKERTOWN PA)
NY
11/02/2001 - 05/06/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NY
05/11/1999 - 08/21/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
01/14/1997 - 05/04/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/06/1995 - 01/17/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
NA
06/01/1993 - 07/13/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
06/01/1992 - 07/06/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/29/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
07/03/1989 - 09/27/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/03/1989 - 09/27/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 04/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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