Unclaimed
Debra Lynn Harris is a financial professional who has been in the industry since 2001. Debra is currently registered with Principal Securities, Inc. Debra specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for individuals. Debra has a strong track record of success in the financial services industry and is committed to providing her clients with personalized financial advice. Debra is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
12/14/2011 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
08/27/2001 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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