Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Oswald is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Debra has been in the securities industry since November 1993. Debra holds Series 6, 63 and 65 licenses. Debra is also a shareholder in SVA Certified Public Accountants, S.C., a shareholder in Diversified Services of Wisconsin and a general partner in SVA Building Partnership, LLP. Debra has experience in various industries including accounting, real estate and diversified services. Debra's specializations include: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Selection of Other Advisors, Educational Seminars, ERISA 3(38) Investment Manager.
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.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NJ
11/04/1993 - 09/16/1997
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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