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Debra Stonitsch Bennett is a financial advisor with over 35 years of experience in the industry. Debra is registered with Ameriprise Financial Services, LLC. Debra has offices in Honolulu, HI and holds Series 63, 51, 24, 7 and SIE licenses. Debra has experience with investments for a variety of clients including individuals, trusts and estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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HI
09/28/2006 - Present
Ameriprise Financial Services, LLC (HONOLULU HI)
MN
04/23/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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