Unclaimed
Debra Jean Pottebaum has been in the financial industry since 2009. Debra currently works for Fidelity Brokerage Services LLC and is registered with FINRA. Debra is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Debra has passed the Series 66, Series 7, and SIE exams. Debra was previously employed by Manning & Napier Investor Services, Inc. and Commonwealth Financial Network.
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.
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.
1
2
KY
04/27/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
03/19/2012 - 03/09/2023
MANNING & NAPIER INVESTOR SERVICES, INC. (DUBLIN OH)
OH
10/22/2009 - 11/11/2010
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
OH
02/20/2006 - 11/01/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
BOTH
Issued 04/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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