Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Friend is a registered representative of Lincoln Investment. Debra has been a registered representative since 1987 and holds Series 6, 26, 63 and 65 licenses as well as the SIE exam. Debra is a Registered Investment Advisor of Capital Analysts and has been in the industry since 1989. Debra has worked at Legend Equities Corporation and VALIC Financial Advisors, Inc. in the past. Debra works with individual, corporate and institutional clients.
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.
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.
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2
OH
06/09/2017 - Present
Lincoln Investment (INDEPENDENCE OH)
OH
12/10/2010 - 01/03/2017
LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)
OH
10/16/1997 - 04/15/2009
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
TX
10/20/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 08/08/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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