Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Ives is a financial advisor with over 25 years of experience. Debra is registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with OppenheimerFunds Distributor, Inc., Fiserv Correspondent Services, Inc., Buttonwood Partners, Inc., and D.E. Frey & Company, Inc. Debra specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Debra has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
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
04/18/2000 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
NY
10/12/1998 - 02/29/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
08/14/1995 - 09/02/1998
FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)
WI
03/06/1995 - 08/21/1995
BUTTONWOOD PARTNERS, INC. (MADISON WI)
CO
01/24/1995 - 02/15/1995
D.E. FREY & COMPANY, INC. (DENVER CO)
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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