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Debora Jean Bucaria

Charles Schwab & CO., Inc.

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About Debora Jean Bucaria

Debora Bucaria is an investment advisor representative at Charles Schwab & CO., Inc. based in Manhasset, New York. Debora has been in the financial industry since January 6, 1994. Debora is licensed to offer advisory services in 17 states, including New York. Prior to working with Charles Schwab, Debora worked for TD Ameritrade, INC. and Chase Investment Services Corp. Debora is qualified to offer financial planning services, selection of other advisors and wrap fee program sponsor.

Firm Information

Debora Bucaria is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Debora Bucaria’s Registration & Firm History

NY

01/26/2022 - Present

Charles Schwab & CO., Inc. (Manhasset NY)

NY

09/16/2009 - 07/29/2024

TD AMERITRADE, INC. (Manhasset NY)

NY

12/14/2006 - 09/01/2009

CHASE INVESTMENT SERVICES CORP. (PLANVIEW NY)

NY

10/28/1993 - 10/17/2006

DREYFUS SERVICE CORPORATION (UNIONDALE NY)

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Licenses & Designations

IA

Issued 03/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/03/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Debora Jean Bucaria.
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