Debra R Cinquemani

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 01/2017
  St Vincent De Paul
  Bethpage, NY
• 01/2017 → 05/2024
  Thrivent Investment Management Inc
  Birmingham, AL
• 01/2017 → 05/2017
  Thrivent Financial
  Appleton, WI
• 05/2017 → 05/2024
  Thrivent Financial
  Appleton, WI
• 11/2022 → 11/2023
  Century Silver Exchange
  Birmingham, AL
• 05/2024 → Present
  Principal Life Insurance Company
  Leeds, AL
• 05/2024 → Present
  Principal Securities, Inc
  Leeds, AL
• 07/2024 → Present
  Principal Advised Services
  Leeds, AL

Previous Registrations

• 2018-08-02 → 2022-11-04
  Thrivent Investment Management Inc.
  Montvale, NJ
  Hauppauge, NY
  Birmingham, AL
  Babylon, NY

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **RENTAL PROPERTY POSITION: Rental Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2019 Preston Ln, Chelsea AL 35043, United States DESCRIPTION: I own a small home that I rent.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-02
• S63 Uniform Securities Agent State Law Examination
  1997-09-30

Designations

• Certified Financial Planner

Other Names

• Debra Suazo
• Debra Rose Cinquemani
• Debra R Cinquemani
• Debra Cinquemani