Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Shipps is a financial professional with over 25 years of experience in the industry. Debra is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both New Jersey and Texas. Debra has held previous positions with firms such as Feldstein Financial Group, LLC and SII Investments, Inc. Debra has earned the Series 7, Series 63, and Series 65 licenses and has also completed the Securities Industry Essentials Examination. Debra has a wide range of experience serving individuals, corporations, and institutions. Debra offers services including portfolio management, performance measurement, and allocation modeling.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
03/20/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRIDGEWATER NJ)
NJ
03/01/2004 - 01/06/2012
FELDSTEIN FINANCIAL GROUP, LLC (CHESTER NJ)
WI
11/12/2003 - 01/22/2004
SII INVESTMENTS, INC. (APPLETON WI)
NJ
01/14/2002 - 10/23/2003
FELDSTEIN FINANCIAL GROUP, LLC (BASKING RIDGE NJ)
MO
05/01/2001 - 03/14/2002
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
NY
05/13/1997 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Debra Shipps is the right advisor for you? Invested Better is here to help.
