Unclaimed
Debra Burnham is a financial advisor with Premier Wealth Advisors, LLC in New York, NY. Debra has over 35 years of experience in the financial services industry. Debra has held positions at a number of firms, including Burnham Securities Inc., FIRST ALLIED SECURITIES, INC., and DREXEL BURNHAM LAMBERT INCORPORATED. Debra specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Debra also serves as a co-trustee for several organizations.
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.
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.
1
2
NY
08/30/2021 - Present
Premier Wealth Advisors, LLC (NEW YORK NY)
NY
03/02/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NY
01/15/1990 - 03/31/2016
BURNHAM SECURITIES INC. (NEW YORK NY)
NA
11/22/1983 - 10/14/1989
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 06/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Debra Burnham is the right advisor for you? Invested Better is here to help.