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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 Rosenthal-ritter is a financial advisor with Retirement Management Systems. Debra has been in the financial services industry since 1984 and has a Series 7 and Series 63 license, as well as the SIE exam. Debra is also a Certified Financial Planner. Debra has worked with various firms over the years, including Geneos Wealth Management, Inc., WFG Investments, Inc., and Brokers International Financial Services, LLC. Debra provides asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals. Debra's office is located in Alvin, TX.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
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2
MD
01/06/2023 - Present
Retirement Management Systems (STEVENSVILLE MD)
TX
09/12/2017 - 02/20/2018
GENEOS WEALTH MANAGEMENT, INC. (Alvin TX)
TX
01/02/2015 - 09/15/2017
WFG INVESTMENTS, INC. (ALVIN TX)
TX
06/08/2011 - 12/31/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (ALVIN TX)
TX
08/13/1993 - 06/13/2011
H.D. VEST INVESTMENT SERVICES (ALVIN TX)
NY
08/22/1984 - 01/16/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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