Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Larsen butler is a financial advisor with over 20 years of experience in the industry. Debra has worked with Wells Fargo Clearing Services, LLC since 2018. Before joining Wells Fargo Clearing Services, LLC, Debra was a financial advisor at Cambridge Investment Research, Inc., RBC Capital Markets, LLC, and J.P. Morgan Securities LLC. Debra specializes in providing investment advice to individuals, businesses, and charitable organizations. Debra holds Series 7, 9, 10, 63, and SIE licenses. Debra is committed to providing her clients with personalized financial planning and investment advice.
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.
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.
Investment consulting services to institutional clients
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
CA
10/04/2018 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
CA
09/06/2017 - 11/08/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Santa Rosa CA)
CA
02/16/2016 - 08/15/2017
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
12/08/2014 - 02/23/2016
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
05/08/2008 - 10/03/2014
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
03/28/2001 - 05/19/2008
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
BC
Issued 06/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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