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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 Burns-kokonowski is an investment advisor representative at Edelman Financial Engines. Debra has been working in the financial industry since 2013 and holds a Series 63 and Series 65 license as well as Series 7 and SIE certifications. Debra's background includes experience with various firms including LPL Financial LLC, Investcorp, Inc., and Summit Financial Partners. Debra specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
11/07/2023 - Present
Edelman Financial Engines (QUINCY MA)
MA
08/06/2014 - 01/12/2016
LPL FINANCIAL LLC (BOSTON MA)
MA
12/03/2013 - 07/25/2014
INVESTACORP, INC. (HYANNIS MA)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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