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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lou Stein is a financial advisor with Grove Point Advisors, LLC, based in Lake Mills, WI. Debra has over 30 years of experience in the financial services industry. Debra Lou Stein is licensed to provide financial advice in the following states: Kansas, Pennsylvania, Texas, and Wisconsin. Debra holds Series 7, 24, 51, and 63 licenses as well as the SIE designation. Debra Lou Stein has been affiliated with Grove Point Advisors, LLC since 2021 and previously worked for LPL Financial Corporation, Raymond James Financial Services, Inc., and Lincoln Financial Advisors Corporation among others. Debra Lou Stein is a member of the Jefferson County Republican Women's Group. Debra provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
WI
01/01/2025 - Present
Grove Point Advisors, LLC (Lake Mills WI)
WI
12/17/2004 - 09/22/2009
LPL FINANCIAL CORPORATION (LAKE MILLS WI)
FL
12/16/1999 - 12/17/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
02/26/1999 - 12/23/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IN
10/28/1991 - 03/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/28/1991 - 03/04/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/14/1989 - 11/19/1991
MONARCH SECURITIES, INC.
WI
07/24/1985 - 08/07/1989
ISFA CORPORATION (APPLETON WI)
BC
Issued 08/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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