Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Donaldson Scott is a financial professional with over 20 years of experience in the financial services industry. Debra holds a Series 6, 7, 26, 63 and 65 licenses, and is a CERTIFIED FINANCIAL PLANNER™. Debra is currently registered with Cetera Investment Advisers LLC in Georgia. Debra's previous experience includes working with Investors Capital Corp., Triad Advisors, Inc., MML Investors Services, LLC, PFS Investments Inc., and Wachovia Securities, LLC. Debra's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars.
ATLANTA, GA
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.
A percentage of the total value of assets under management is charged.
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GA
03/21/2024 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
02/01/2016 - 10/03/2016
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
08/31/2011 - 12/31/2015
TRIAD ADVISORS, INC. (MARIETTA GA)
GA
08/16/2010 - 09/16/2011
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
08/18/2009 - 08/17/2010
PFS INVESTMENTS INC. (SMYRNA GA)
GA
10/03/2005 - 07/02/2007
WACHOVIA SECURITIES, LLC (ATLANTA GA)
GA
09/12/2000 - 02/24/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 6/5/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 9/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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