Debra SendelbachCRD Number: 1453492
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Debra Sendelbach (CRD# 1453492) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Toledo, OH and has over 23 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Bank Of America, Na||Sylvania, OH||Sep 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Sylvania, OH||Nov 2008 - Current||9|
|Ubs Financial Services Inc.||Toledo, OH||Mar 2000 - Nov 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
|S65||NASAA Investment Advisors Law Examination||Apr 1996|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY