Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Ann Palacios is a financial advisor with over 20 years of experience in the industry. Debra is currently registered with Cambridge Investment Research Advisors, Inc. and provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Debra also has experience with insurance/benefits/human resources through her role at Higginbotham. Debra's previous employers include Nationwide Securities, LLC, Nationwide Investment Services Corporation, Investment Professionals, Inc., and Morgan Stanley DW Inc. Debra holds Series 63, Series 66, Series 7, and Series 31 licenses, as well as the SIE designation.
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
TX
01/02/2020 - Present
Cambridge Investment Research Advisors, Inc. (Houston TX)
TX
08/29/2014 - 12/31/2019
NATIONWIDE SECURITIES, LLC (HOUSTON TX)
FL
06/08/2006 - 06/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (BOCA RATON FL)
TX
09/01/2005 - 05/16/2006
INVESTMENT PROFESSIONALS, INC. (CORPUS CHRISTI TX)
NY
09/05/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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