Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Robinson is a financial advisor in Lehi, UT. Debra has been in the financial industry since February 2003, and has worked with Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Debra currently works with Wells Fargo Advisors Financial Network, LLC. Debra specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Debra is registered in 26 states and has Series 66, Series 7, and SIE exams.
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.
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.
Investment consulting services to institutional clients
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
UT
11/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LEHI UT)
UT
01/02/2014 - 11/11/2022
WELLS FARGO CLEARING SERVICES, LLC (NEPHI UT)
UT
01/03/2011 - 05/31/2013
WELLS FARGO ADVISORS, LLC (NEPHI UT)
UT
08/01/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEPHI UT)
BOTH
Issued 08/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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