Debra Moore (CRD# 2841765) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Canfield, OH and has over 26 years of experience in the finance industry.
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 6134311
Buckingham Strategic Wealth, LLC
CRD# 2910271
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Canfield, OH | Sep 2009 - Current | 14 |
| Ubs Financial Services Inc. | Canfield, OH | Feb 2007 - Current | 17 |
| Mcdonald Investments Inc. | Youngstown, OH | May 1999 - Current | 25 |
| Nat City Investments | E. Liverpool, OH | Mar 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- OH
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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