Debra Schatzki is a CFP-designated registered investment advisor, based in Boca Raton, FL, with 38 years of industry experience.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Debra is the President and a financial advisor at BPP Wealth Solutions, LLC, dedicating nearly full-time hours to this role. She also serves as President of BPP Risk Solutions, Inc., focusing on insurance sales, and is involved with Springview Investments, LLC, a real estate investment fund, and the Greater Middlesex/Somerset County Estate Planning Council, Inc.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.
Bpp Wealth Solutions, LLC
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Weiser Capital Management, LLC
Valmark Securities, INC.Broker
Park Avenue Securities LLCBroker
American General Securities IncorporatedBroker
Mutual Service CorporationBroker
Guardian Investor Services CorporationBroker
Sma Equities, INC.Broker
Sma Equities, INC.Broker
State Registrations13 states
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