Debra Iorio, financial advisor Forest Hills NY

Debra Iorio

CRD Number: 3150767
Current Firm: Prudential Financial Planning Services

Debra Iorio (CRD# 3150767) is an Investment Advisor Representative working at Prudential Financial Planning Services in Forest Hills, NY and has over 24 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Pruco Securities, LLC Melville, NY Jul 2021 - Current 2
Prudential Insurance Company Of America Melville, NY Jul 2021 - Current 2
Unemployed Mineola, NY Dec 2020 - Jun 2021 < 1
Tiaa New York, NY Jan 2014 - Nov 2020 6
Tiaa-cref Individual & Institutional Services, LLC New York, NY Jan 2014 - Nov 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Debra Iorio
Phone Number: 800-235-7637
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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