Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Marie Styner is a registered representative with Wells Fargo Clearing Services, LLC and has been working in the industry since June 1998. Debra has worked with both Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, and her registration in Washington goes back to 2008. Debra holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE. Debra has experience working with insurance companies, charitable organizations, corporations or other businesses, individuals (both high net worth and other), state or municipal government entities, and pension and profit-sharing plans. Debra's office is located in Bellevue, Washington, and she is registered to sell securities in 32 states.
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.
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.
Investment consulting services to institutional clients
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
WA
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
07/01/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (KIRKLAND WA)
BOTH
Issued 09/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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