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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 Wachter is a financial advisor with Concourse Financial Group Securities, Inc. Debra has been in the financial industry since May 17, 2012. Debra is registered with the state of Virginia. Debra holds the Series 6, Series 7, Series 63, Series 65 and SIE licenses. Debra is also a Certified Financial Planner. Debra specializes in providing financial advice to individuals, corporations, and investment companies. Debra is committed to providing her clients with personalized financial advice and investment strategies.
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.
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2
VA
11/17/2016 - Present
Concourse Financial Group Securities, Inc. (Harrisonburg VA)
VA
02/10/2015 - 10/18/2016
MSI FINANCIAL SERVICES, INC. (HARRISONBURG VA)
VA
04/19/2012 - 02/10/2015
PROEQUITIES, INC. (HARRISONBURG VA)
IA
Issued 10/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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