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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Susan Shultz is a financial advisor with LPL Financial LLC in OVERLAND PARK, KS. Debra has been working in the financial services industry since 1999. She has a variety of licenses and certifications, including Series 6, 7, 31, 63, and 66. Debra has experience working with clients of all types, including individuals, families, businesses, and retirement plans. She specializes in a range of services, including financial planning, investment management, insurance, and retirement planning. Debra is committed to providing her clients with personalized and comprehensive financial advice that helps them achieve their financial goals. Debra has previously worked for Country Club Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
02/15/2019 - Present
LPL Financial LLC (OVERLAND PARK KS)
MO
07/20/2009 - 07/27/2010
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
06/01/2009 - 07/23/2009
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (KANSAS CITY MO)
MO
06/26/2000 - 04/02/2007
MORGAN STANLEY DW INC. (KANSAS CITY MO)
NY
12/18/1997 - 12/31/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 08/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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