Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Reda-cappos is a financial advisor with Momentum Independent Network Inc. Debra has been in the industry since 1985 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Debra provides financial planning, investment management, and educational seminars to her clients. Debra is registered with the Securities and Exchange Commission and holds the Series 7, 31, and 66 licenses, and SIE Exam certificate.
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.
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.
12b-1 fees
1
2
TX
09/02/2022 - Present
Momentum Independent Network Inc. (DALLAS TX)
CA
10/20/2008 - 09/02/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Pasadena CA)
CA
12/08/2006 - 10/28/2008
CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)
CA
03/16/2005 - 12/07/2006
THE SEIDLER COMPANIES INCORPORATED (WESTLAKE VILLAGE CA)
MO
03/02/2001 - 02/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/03/1994 - 03/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/17/1990 - 06/02/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 12/20/1990
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
09/24/1985 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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