DP
DP

Deborah Petansky

13 Years of Experience
Houston, TX
2 DisclosuresBroker

Deborah Petansky is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 13 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5625 Fm 1960 Rd W, Houston, TX, 77069

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History

Regulatory History (2)
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Financial
April 2021
Final
Financial
November 2017
Final
Other Business Activities

Deborah's spouse owns Myqualitymfg.com LLC, and Deborah is a check signer, reviewing bank statements and making deposits. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2023 - Present · 3 yrs 5 mos
Wells Fargo Advisors
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2018 - September 2022 · 4 yrs 6 mos
Fidelity Brokerage Services LLCBroker
September 2014 - December 2016 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
August 2004 - November 2007 · 3 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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