Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Linda Davis is a financial advisor with Ameriprise Financial Services, LLC. Debra has been in the financial industry since August 3, 1999 and holds Series 7, Series 63, and SIE licenses. Debra has been registered with Ameriprise Financial Services, LLC since November 5, 2007, and previously worked at BANC OF AMERICA SECURITIES LLC and NATIONSBANC CAPITAL MARKETS, INC. Debra works with a variety of clients including corporations, individuals, trusts and estates, charitable organizations, insurance companies, pension and profit-sharing plans. Debra provides a range of financial services including financial planning, asset allocation services, portfolio management for businesses and individuals, and publication of periodicals.
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.
Asset allocation services
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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FL
11/05/2007 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
FL
05/01/2000 - 10/03/2007
BANC OF AMERICA SECURITIES LLC (TAMPA FL)
NY
04/05/1995 - 02/01/1996
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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