Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Rae Schilling is a financial advisor with LPL Financial LLC in FORT COLLINS, CO. Debra has been in the financial services industry since November 6, 1985. Debra has a wide range of experience in the industry, including working with various firms such as Waddell & Reed, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Citigroup Global Markets Inc., and Dain Bosworth Incorporated. Debra is also a licensed insurance agent and can provide guidance on a variety of insurance products.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
07/21/2021 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
08/17/2012 - 07/21/2021
WADDELL & REED (FORT COLLINS CO)
CO
01/01/2008 - 08/20/2012
WELLS FARGO ADVISORS, LLC (FORT COLLINS CO)
CO
01/03/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT COLLINS CO)
NY
02/03/1996 - 08/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
01/01/1996 - 02/12/1996
DAIN BOSWORTH INCORPORATED
TX
09/19/1995 - 09/27/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
02/14/1994 - 09/18/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
02/28/1991 - 11/04/1993
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
09/04/1990 - 01/28/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/21/1984 - 09/04/1990
BOETTCHER & COMPANY, INC.
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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