Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Potter is a financial advisor with J.P. Morgan Securities LLC, a well-established firm with a strong reputation in the industry. Debra brings over 14 years of experience to her role, having previously worked with BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Debra is a Series 6 and Series 63 licensed professional, demonstrating her commitment to staying current with industry regulations. Debra is committed to providing financial guidance to individuals, businesses, and corporations and specializes in various investment strategies, including financial planning and portfolio management.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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AZ
01/24/2023 - Present
J.p. Morgan Securities LLC (SUN CITY WEST AZ)
AZ
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (PEORIA AZ)
AZ
08/10/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (PEORIA AZ)
AZ
08/19/2005 - 08/05/2008
COMPASS BROKERAGE, INC. (PEORIA AZ)
BC
Issued 02/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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