Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Fukawa is a financial advisor with Pasadena Private Wealth, LLC in Pasadena, CA. Debra has been in the financial industry since 1994 and has extensive experience serving clients. Debra holds licenses including Series 7, Series 63, Series 65 and SIE. Debra and the firm specialize in providing a variety of financial services including financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting and educational seminars. The firm manages approximately $1.2 billion in assets.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
05/18/2018 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
CA
05/18/2020 - 05/02/2024
PENSIONMARK SECURITIES, LLC (Pasadena CA)
CA
05/18/2018 - 05/18/2020
PURSHE KAPLAN STERLING INVESTMENTS (Pasadena CA)
CA
06/25/2004 - 05/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
NY
09/06/1994 - 08/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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