Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Melvin is an investment advisor representative with IAG Wealth Partners, LLC, an independent investment advisor firm, in Waukesha, Wisconsin. Debra has been working in the financial industry since 2004, and she has extensive experience in providing investment advice and financial planning services to individuals, families, and businesses. Debra has a wide range of knowledge and expertise in financial planning, including retirement planning, college savings, estate planning, and insurance. Debra is committed to helping clients achieve their financial goals, and she is dedicated to providing personalized and comprehensive financial planning services. Debra is also a registered representative of LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
WI
03/25/2014 - Present
IAG Wealth Partners, LLC (WAUKESHA WI)
WI
10/21/2011 - 03/28/2014
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
06/01/2009 - 11/04/2011
MORGAN STANLEY SMITH BARNEY (MILWAUKEE WI)
WI
11/02/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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