Debra IorioCRD Number: 3150767
Current Firm: Advice And Planning Services
Debra Iorio (CRD# 3150767) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 17 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Tiaa||New York, NY||Jan 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||New York, NY||Jan 2014 - Current||3|
|Sovereign Bank||Brooklyn, NY||Nov 2012 - Jan 2014||1|
|Santander Securities, LLC||Brooklyn, NY||Nov 2012 - Jan 2014||1|
|Morgan Stanley Smith Barney||Garden City, NY||Jun 2009 - Oct 2012||3|
|Morgan Stanley & Company, Incorporated||Garden City, NY||Apr 2007 - Oct 2012||5|
|Morgan Stanley Dw Inc.||Garden City, NY||Dec 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1999|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.