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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Dawn Parker is a financial advisor with Cetera Investment Advisers LLC. Debbie Dawn Parker has been in the financial services industry since 2005. Debbie Dawn Parker has a Series 6, Series 7, Series 24, Series 63 and Series 65. Debbie Dawn Parker specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Debbie Dawn Parker previously worked for MORGAN STANLEY, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, HORNOR, TOWNSEND & KENT, INC., and CAMBRIDGE INVESTMENT RESEARCH, INC.. Debbie Dawn Parker is also the Operations Manager for PLAN 4 WEALTH LLC, a financial services company based in Murray, Utah.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (MURRAY UT)
UT
07/21/2014 - 10/27/2014
MORGAN STANLEY (SALT LAKE CITY UT)
UT
04/22/2014 - 06/04/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
UT
11/06/2013 - 03/06/2014
HORNOR, TOWNSEND & KENT, INC. (SALT LAKE CITY UT)
UT
07/16/2013 - 10/14/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)
UT
04/13/2005 - 06/27/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SALT LAKE CTY UT)
IA
Issued 05/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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