Debra MoweryCRD Number: 6042043
Current Firm: Msi Financial Services, Inc.
Debra Mowery (CRD# 6042043) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Harrisonburg, VA and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
|Metlife Securities||Harrisonburg, VA||Feb 2015 - Current||1|
|Everence Trust Company||Goshen, IN||Aug 2012 - Jan 2015||2|
|Proequities, Inc.||Harrisonburg, VA||Mar 2012 - Jan 2015||2|
|Everence Financial||Harrisonburg, VA||Jan 2012 - Jan 2015||3|
|Massanutten Regional Library||Harrisonburg, VA||Apr 2008 - Dec 2011||3|
|James Maddison University||Harrisonburg, VA||Jan 2000 - Jan 2011||11|
|Gernations Crossing||Harrisonburg, VA||Jun 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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, VT, WA, WI, WV
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