Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Potter is a securities professional with over 10 years of experience in the financial services industry. Debra is currently registered with Mufg Securities Americas Inc. in New York. Debra has held previous roles with Barclays Capital Inc. and Goldman, Sachs & Co. Debra holds the Series 7, Series 63, and SIE licenses and is registered to conduct business in New York.
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
NY
09/11/2019 - Present
Mufg Securities Americas Inc. (NEW YORK NY)
NY
11/15/2010 - 05/24/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
03/31/2008 - 09/24/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 09/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Debra Potter is the right advisor for you? Invested Better is here to help.
