Unclaimed
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..
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.
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.
1
2
PA
03/20/2012 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
11/25/1997 - 10/27/2003
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
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
Active
Inactive
F
FINRA
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