Invested Better
Unclaimed

Unclaimed

Unclaimed

Debbora Louise Boatman

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Debbora? Claim Your Profile

About Debbora Louise Boatman

Debbora Louise Boatman is a financial professional with over 20 years of experience in the industry. Debbora is currently registered with Fidelity Brokerage Services LLC, where she has been employed since 2008. Prior to joining Fidelity Brokerage Services LLC, Debbora worked for Fidelity Investments Institutional Services Company, Inc. and Equico Securities, Inc. Debbora holds the Series 6, Series 7, Series 63, and SIE licenses. Debbora has a strong track record of providing exceptional financial advice to her clients.

Firm Information

Debbora Boatman is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Debbora Boatman’s Registration & Firm History

TX

01/01/2008 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

04/25/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

RI

03/24/2004 - 10/28/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NA

06/08/1994 - 01/19/1995

EQUICO SECURITIES, INC.

NA

06/08/1994 - 01/19/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

Not sure if Debbora Louise Boatman is right for you?

Licenses & Designations

BC

Issued 03/25/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Debbora Louise Boatman.
Not sure if Debbora Louise Boatman is right for you?