Unclaimed
Debra Elaine Sawyer is a financial professional with over 30 years of experience in the industry. Debra is a registered representative with Planmember Securities Corp. Debra has been with Planmember Securities Corp. since October 2007. Prior to that, Debra worked at WELLSTONE SECURITIES, LLC in Longmont, CO, WOODBURY FINANCIAL SERVICES, INC. in Oakdale, MN, and INVESTORS BROKERAGE SERVICES, INC. in Elgin, IL. Debra holds the Series 6, SIE, and Series 63 licenses. Debra's specializations include: Securities, Mutual Funds, Variable Annuities, Annuities, and Life Insurance.
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.
Provides investment supervisory services
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.
1
2
CO
10/12/2007 - Present
Planmember Securities Corp. (LONGMONT CO)
CO
01/04/2006 - 10/18/2007
WELLSTONE SECURITIES, LLC (LONGMONT CO)
MN
01/25/1999 - 12/31/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IL
03/08/1991 - 01/27/1999
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 10/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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