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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 Lynn Nelson is a financial advisor with LPL Financial LLC in MT. PLEASANT, SC. Debra has been in the financial industry since 1983. Before LPL Financial LLC, Debra worked at METLIFE SECURITIES INC. and Cambridge Legacy Securities L.L.C. Debra holds the Series 1, 6, 7, 22, 26, 63, and SIE licenses. Debra is also a Certified Financial Planner™. Debra provides financial planning, portfolio management, and other advisory services. Debra is registered in California, Florida, Indiana, New Jersey, North Carolina, Ohio, South Carolina, and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
07/23/2019 - Present
LPL Financial LLC (MT. PLEASANT SC)
SC
08/08/2011 - 04/07/2014
METLIFE SECURITIES INC. (MT. PLEASANT SC)
SC
08/22/2008 - 08/15/2011
LPL FINANCIAL LLC (MT PLEASANT SC)
SC
09/27/2007 - 08/05/2008
CAMBRIDGE LEGACY SECURITIES L.L.C. (CHARLESTON SC)
SC
11/23/2004 - 10/04/2007
ING FINANCIAL PARTNERS, INC. (CHARLESTON SC)
AZ
06/11/1997 - 11/22/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
12/02/1982 - 05/12/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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