Unclaimed
Debbra Shotts is a financial advisor with Edward Jones. Debbra has been in the financial services industry since March 8, 1996. She is licensed to sell securities in 24 states. Debbra offers financial planning services for individuals and businesses, as well as portfolio management for both individuals and businesses. Debbra is also a registered investment advisor in Texas.
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.
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.
See schedule d - miscellaneous
1
2
IN
04/19/2021 - Present
Edward Jones (ZIONSVILLE IN)
MO
04/20/2000 - 08/14/2003
EDWARD JONES (ST. LOUIS MO)
OH
01/04/1999 - 04/27/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
08/27/1998 - 04/27/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
10/21/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IL
09/12/1994 - 08/20/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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