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Debbie Wallace
Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">First Western Securities</span>
Financial expert with 19 years of experience in financial advisory and wealth management.
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Location
Tyler, Texas, United States, US
Skills
- Retirement
- Financial Advisory
- Retirement Planning
- Wealth Management
- Series 7
- Show all
Bio
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Topline AI
Debbie Wallace is a seasoned financial professional with 19 years of experience in financial advisory, retirement planning, and wealth management. She has held various roles, including Financial Advisor at First Western Securities and Operations & Compliance Manager at PaineWebber. Debbie holds a degree from Tyler Junior College and Robert E. Lee High School.
Experience
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Financial Advisor
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Dec 2004 - Present
Help my client meet their financial goals.
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Smith Barney
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Dallas, TX & Lubbock, TX
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Sr. Asst. Operations Manager-Vice President-Investments
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Oct 1997 - Mar 2001
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Dallas, TX & Lubbock, TX
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PaineWebber
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Tyler, TX
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Operations & Compliance Manager
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Mar 1987 - Apr 1997
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Tyler, TX
Supervised the Sales Assistants.Assured the branch was in compliance with all regulatory & corporate policies & procedures.Award of Excellence for Operation Audit in 1992.
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Education
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1976 - 1980Tyler Junior College
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1970 - 1973
Robert E. Lee High School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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