Debra Press (CRD# 1484506) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 28 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2489311
Founders Financial Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | Oct 2017 - Current | 3 |
| Rentals | Ocean City, MD | Jan 2000 - Current | 21 |
| Unemployed | Timonium, MD | Mar 2017 - Sep 2017 | < 1 |
| Eagle Strategies LLC | Timonium, MD | Aug 2013 - Mar 2017 | 3 |
| Nylife Securities, LLC | Timonium, MD | Aug 2012 - Mar 2017 | 4 |
| New York Life Insurance Co | Timonium, MD | Jul 2012 - Mar 2017 | 4 |
| Unemployed | Towson, MD | Jan 2012 - Jul 2012 | < 1 |
| Lincoln Financial Advisors | Lutherville, MD | Dec 2011 - Jan 2012 | < 1 |
| Tacka Financial | Ellicot City, MD | Dec 2011 - Jan 2012 | < 1 |
| Unemployed | Towson, MD | Jul 2011 - Dec 2011 | < 1 |
| Harvest Investment Consultants, LLC | Timonium, MD | Mar 2011 - Jun 2011 | < 1 |
| Unemployed | Towson, MD | Dec 2009 - Mar 2011 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1996 |
- MD
- TX
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Total Assets Under Management962,052MILLIONS
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Total Number of Accounts2,529,169ACCOUNTS
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Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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