Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Nelson is a financial advisor with over 25 years of experience in the industry. She is registered with Cambridge Investment Research Advisors, Inc. and provides financial advice to individuals, families, and small businesses. Debra is committed to providing her clients with personalized financial advice and guidance. She works with her clients to develop customized financial plans that address their unique needs and goals. Debra holds several industry licenses, including Series 7, Series 63, Series 66 and Series 24. She is also a registered Investment Advisor Representative in Missouri and Texas. Debra has a strong understanding of the financial markets and is dedicated to helping her clients achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
MO
08/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Chesterfield MO)
MO
07/10/1998 - 08/01/2024
THE O.N. EQUITY SALES COMPANY (Chesterfield MO)
BOTH
Issued 05/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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