Unclaimed
Debra Parant is a financial advisor with over 20 years of experience in the industry. Debra is a Chartered Financial Analyst and has a Series 65 and Series 63 license. She is currently registered with U.S. Capital Wealth Advisors, LLC in Austin, Texas. Previously, Debra worked with Condera Securities, LLC in Houston, Texas. Debra has a strong background in investment banking, portfolio management and financial planning. Debra is committed to providing her clients with personalized financial advice and helping them 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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
05/21/2001 - 10/01/2013
CONDERA SECURITIES, LLC (HOUSTON TX)
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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