Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra June Delongurquhart is an investment advisor representative with Osaic Wealth, Inc. Debra has been in the financial services industry since 2009. Debra holds several licenses and certifications, including Series 7, 63, 66 and 24, and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Debra has a background in insurance and financial services and has worked with several other firms, including Securities America, Inc., FSC Securities Corporation, and SagePoint Financial, Inc. Debra is registered to provide investment advisory services in Colorado and Nebraska.
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
AZ
08/31/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/08/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LA VISTA NE)
MN
10/08/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/08/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/08/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MI
11/18/2009 - 02/02/2017
HD VEST INVESTMENT SERVICES (SARANAC MI)
BOTH
Issued 09/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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