Debra AlvaradoCRD Number: 2185391
Current Firm: Ameriprise Financial Services, LLC
Debra Alvarado (CRD# 2185391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Omaha, NE and has over 14 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Ameriprise Financial Services, Inc.||Omaha, NE||Feb 2019 - Current||4|
|Wells Fargo Clearing Services, LLC||Omaha, NE||Nov 2016 - Feb 2019||2|
|Wells Fargo Advisors LLC||Omaha, NE||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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