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Debra Marie Weinstein

SEI Investments Distribution Co.

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About Debra Marie Weinstein

Debra Weinstein is a registered representative with SEI Investments Distribution Co.. Debra Weinstein has been in the industry since April 17, 2006. Debra Weinstein is licensed in Pennsylvania and has passed the Series 6, Series 7, Series 63, and SIE exams. Debra Weinstein was previously employed by Delaware Distributors, L.P..

Firm Information

Debra Weinstein is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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Debra Weinstein’s Registration & Firm History

PA

03/20/2012 - Present

SEI Investments Distribution Co. (OAKS PA)

PA

11/25/1997 - 10/27/2003

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 12/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/24/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Marie Weinstein.
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