Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Newman Shelby is a financial advisor with over 16 years of experience in the industry. She is currently registered with Level Four Financial, LLC in Jackson, Mississippi, and is licensed to sell securities in several states, including Alabama, Arkansas, Louisiana, Mississippi, North Carolina, Tennessee, and Texas. Debra previously worked at Harbor Financial Services, LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Debra has passed the Series 7, Series 63, and SIE exams, and has a strong track record of providing comprehensive financial planning and investment advice to her clients.
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.
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2
MS
04/26/2019 - Present
Level Four Financial, LLC (Jackson MS)
MS
10/02/2018 - 02/27/2019
HARBOR FINANCIAL SERVICES, LLC (Jackson MS)
MS
02/13/2013 - 10/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (JACKSON MS)
MS
03/20/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
MS
07/28/2006 - 03/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGELAND MS)
BC
Issued 03/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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