Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Owen is an Investment Advisor Representative at Cetera Investment Advisers LLC. Debra has been in the financial services industry since 1985 and has extensive experience providing financial advice and services to individuals, families, and businesses. Debra has held previous positions at First Allied Securities, Inc., Wachovia Securities, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities, Inc., Wells Fargo Brokerage Services, L.L.C., B. C. Ziegler and Company, GS2 Securities, Inc., Eверен Securities, Inc., Kemper Securities Group, Inc., Blunt Ellis & Loewi Incorporated, and Smith Barney, Harris Upham & Co., Incorporated. Debra is a highly qualified advisor with a strong commitment to providing clients with the highest quality of service.
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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2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
01/12/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROOKFIELD WI)
WI
04/21/2004 - 01/16/2007
WACHOVIA SECURITIES, LLC (WAUKESHA WI)
CA
12/13/2000 - 12/05/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/28/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
07/25/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IL
01/01/1999 - 05/02/2000
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
11/26/1996 - 01/01/1999
GS2 SECURITIES, INC. (MILWAUKEE WI)
MO
02/25/1992 - 01/29/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MO
09/04/1990 - 07/15/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
05/20/1987 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
08/24/1983 - 05/07/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 9/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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