Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Ellisen is an Investment Advisor Representative at North Berkeley Wealth Management, LLC, in Berkeley, California. Debra has been in the industry since September 2002. She is a registered Investment Advisor in California. Debra has earned the Series 65 license. Debra's areas of specialization include financial planning, portfolio management for individuals, and selection of other advisors. The firm provides advisory services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
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CA
06/30/2015 - Present
North Berkeley Wealth Management, LLC (BERKELEY CA)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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