Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lee Powell is a financial advisor with Stifel, Nicolaus & Company, Inc., in INDIANAPOLIS, IN. Debra has over 20 years of experience in the financial services industry and is registered to provide investment advice in a variety of states. Debra's specializations include financial planning, portfolio management, and selection of other advisors. Debra holds Series 7, Series 66, and SIE licenses and has passed the Uniform Investment Adviser Law Examination. Debra is also a Notary Public for the State of Indiana.
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
IN
04/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
04/14/2014 - 02/28/2017
CITY SECURITIES CORPORATION (ZIONSVILLE IN)
IN
06/18/2010 - 04/11/2014
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
04/23/2009 - 06/08/2010
FIRST INVESTORS CORPORATION (INDIANAPOLIS IN)
IN
04/30/2002 - 12/05/2008
AMERIPRISE FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
MN
04/30/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative 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
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