Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Ann Johnson is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Debra has been in the industry since 2010 and is based in Elm Grove, WI. Debra is licensed to provide investment advice in Wisconsin. Debra is also registered as an investment advisor representative with the state of Wisconsin. Debra has Series 7TO and SIE licenses and has passed the Uniform Combined State Law Examination. Debra is associated with Raymond James Financial Services Advisors, Inc. and Intelligent Investors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
11/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Elm Grove WI)
BOTH
Issued 11/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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