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 Wetherby is a financial advisor with over 30 years of experience in the financial services industry. Debra currently works at LNW, a firm that provides financial advisory services to individuals, businesses, and institutions. Debra has a strong track record of providing high-quality financial advice to her clients, helping them achieve their financial goals. Debra is committed to providing her clients with personalized financial advice that meets their specific needs. Debra is also a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA). Debra has a strong understanding of the financial markets and a commitment to providing her clients with the best possible investment advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
05/03/2004 - Present
LNW (SAN FRANCISCO CA)
NA
08/25/1989 - 02/28/1990
FIRST AFFILIATED SECURITIES, INC.
NA
02/22/1989 - 08/25/1989
PFG SECURITIES, INC.
NA
08/19/1985 - 07/08/1988
MORGAN STANLEY & CO., INCORPORATED
NA
01/23/1985 - 08/29/1985
U.S. CREDIT SECURITIES CORPORATION
BC
Issued 03/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 04/09/1986
Series 5 - Interest Rate Options Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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