Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Swanson is a financial advisor with over 7 years of experience in the financial services industry. Debra is currently registered with Cambridge Investment Research Advisors, Inc. in Concord, NH. Debra is a Series 7, Series 66, and Series 24 licensed professional. Debra has also passed the SIE exam. Previously Debra was a financial advisor with LPL Financial LLC and Invest Financial Corporation. Debra specializes in providing financial advice to individuals and families, as well as businesses. Debra is also a notary public.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NH
04/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
NH
02/14/2018 - 04/08/2021
LPL FINANCIAL LLC (CONCORD NH)
NH
11/18/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (CONCORD NH)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Debra Swanson is the right advisor for you? Invested Better is here to help.
