Unclaimed
Debra Lynn Bieniek is a financial professional with over 30 years of experience in the industry. Debra is currently registered as a Registered Representative with Charles Schwab & Co., Inc. in Las Vegas, Nevada. Prior to joining Charles Schwab, Debra worked with several firms, including SCOTTRADE, INC., QUICK & REILLY, INC., KEY INVESTMENTS INC., GNA SECURITIES, INC., PACIFIC FIRST SECURITIES, LTD., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PAINEWEBBER INCORPORATED, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and PRUDENTIAL-BACHE SECURITIES INC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NV
05/11/2018 - Present
Charles Schwab & CO., Inc. (Las Vegas NV)
NV
01/02/1998 - 03/07/2018
SCOTTRADE, INC. (LAS VEGAS NV)
NY
03/21/1996 - 01/21/1998
QUICK & REILLY, INC. (NEW YORK NY)
OH
08/08/1991 - 06/09/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
VA
02/01/1991 - 08/02/1991
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
09/11/1989 - 02/04/1991
PACIFIC FIRST SECURITIES, LTD.
NY
01/31/1989 - 07/13/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/09/1988 - 02/08/1989
PAINEWEBBER INCORPORATED
NA
02/01/1988 - 11/17/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/23/1985 - 10/16/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 05/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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