Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Susan Wekstein is an investment advisor representative at Amundi Asset Management US, Inc. Debra has been in the financial services industry since December 1997. Debra is registered with the state of Massachusetts. Debra is also a registered principal with the Financial Industry Regulatory Authority (FINRA). Debra's firm, Amundi Asset Management US, Inc., is a large investment advisor with over $100 billion in assets under management. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/04/2021 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
07/18/2006 - 04/02/2012
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
11/01/1996 - 06/22/2006
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
10/11/1996 - 11/01/1996
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 07/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/29/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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