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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Weiner is an Investment Advisor Representative at Stifel, Nicolaus & Company, Inc. Debra Weiner has been in the industry since 1983. Debra Weiner is licensed in the state of New York and Texas. Debra Weiner also holds a Series 6, 7 and 63 securities license as well as a Series 65 investment adviser license. Debra Weiner is a member of the Westchester Jewish Council and the UJA Federation of New York Westchester Division. Debra Weiner specializes in portfolio management, financial planning, pension consulting, and educational seminars.
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.
1
2
NY
07/18/2019 - Present
Stifel, Nicolaus & Company, Inc. (WHITE PLAINS NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (WHITE PLAINS NY)
NY
01/18/1990 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
12/17/1985 - 01/20/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
08/09/1985 - 11/25/1985
FIRSTMARK SECURITIES, INC.
NA
01/25/1984 - 08/01/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/20/1982 - 11/17/1982
THE DREYFUS SERVICE CORPORATION
IA
Issued 08/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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