Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lynn Moore is a financial advisor with Stifel, Nicolaus & Company, Inc., a firm that has been providing financial services for over 170 years. Debra has over 25 years of experience in the financial services industry and is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor with the state of Ohio. Debra helps individuals and families develop and implement financial plans that meet their unique needs. Debra Moore has a proven track record of success and is committed to providing her clients with the highest level of service and expertise.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/28/2022 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
02/09/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (CANFIELD OH)
OH
11/05/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
08/03/1998 - 11/19/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
01/22/1997 - 10/20/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
10/17/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 12/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Debra Moore is the right advisor for you? Invested Better is here to help.
