Unclaimed
Debra Sharp is a registered representative at Stifel, Nicolaus & Company, Inc. Debra has been in the industry since 2024, specializing in a range of services including investments, retirement planning, and financial strategies for individuals and families. Debra holds Series 7TO, SIE, and Series 63 licenses and is registered in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/04/2024 - Present
Stifel, Nicolaus & Company, Inc. (LANCASTER OH)
BC
Issued 06/27/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Debra Sharp is the right advisor for you? Invested Better is here to help.