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Debra Joann Pellati

Investment Adviser Representative at TPG FINANCIAL ADVISORS, LLC

Portland, ORCRD #6221093Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Debra Joann Pellati has worked in the securities industry since 2023. They have passed the Series 63 and 6 examinations. They are registered to provide investment advisory services in Oregon.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Oregon
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/5/2019
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/10/2019
SIE
Securities Industry Essentials Examination
Passed 7/24/2019
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/25/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

TPG Financial Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TPG FINANCIAL ADVISORS, LLCCurrent
9/9/2024Portland, OR
KMS FINANCIAL SERVICES, INC
8/21/20196/24/2020Vancouver, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Debra Joann Pellati has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Debra Joann Pellati - Financial Advisor in Portland, OR | AdvisorFinder