Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lahlou is a financial advisor with Wells Fargo Clearing Services, LLC. Debra has been in the financial industry since 1990. Debra holds Series 4, 6, 7, 24, 63, and 65 securities licenses. Debra is registered to provide investment advisory services in Colorado and Texas.
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
CO
04/21/2011 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD VILLAGE CO)
CO
06/07/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
CO
08/13/1998 - 05/19/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
UT
06/26/1996 - 08/12/1998
PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)
NE
06/24/1994 - 06/06/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
08/16/1989 - 10/25/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NE
07/02/1987 - 08/22/1989
FIRST NATIONAL BROKERAGE SERVICES, INC. (BELLEVUE NE)
NA
02/20/1986 - 04/06/1987
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
NA
11/12/1985 - 01/29/1986
FIRST INVESTORS CORPORATION
IA
Issued 01/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Debra Lahlou is the right advisor for you? Invested Better is here to help.
