Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Selle is a registered investment advisor representative with Global View Capital Management LLC in Waukesha, Wisconsin. Debra has been in the industry since 1998. Debra has experience with Global View Capital Management LLC, The Strategic Financial Alliance, Inc. and World Group Securities, Inc. Debra has experience in investment advisory services, financial planning and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/02/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
GA
11/01/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
04/12/2002 - 11/02/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/22/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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