Unclaimed
Debra Flint is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets for a wide range of clients. Debra is registered as a broker-dealer in 24 states and as an investment advisor representative in Connecticut and Texas. Debra has been working in the financial services industry since 2007, previously holding positions with UBS Financial Services Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Debra has passed the Series 66, Series 7 and SIE exams. Debra is committed to providing personalized financial planning and investment advice to her clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CT
04/11/2024 - Present
Ameriprise Financial Services, LLC (Old Saybrook CT)
CT
03/20/2008 - 10/31/2017
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
CT
01/01/2008 - 03/25/2008
WACHOVIA SECURITIES, LLC (MADISON CT)
CT
09/12/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MADISON CT)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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