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Debra Selle

27 Years of Experience
Waukesha, WI
BrokerSells Insurance

Debra Selle is a registered investment advisor, based in Waukesha, WI, with 27 years of industry experience.

Location

N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Debra is an investment adviser representative and Chief Operations Officer for Global View Capital Management, LLC and Global View Capital Advisors, LLC, dedicating about 10-20% of her time and nearly full-time, respectively. She is also an insurance agent for Global View Capital Insurance Services, LLC, marketing and selling fixed insurance products, including life, long-term care, and disability insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2016 - Present · 10 yrs 6 mos
Global View Capital Management LLC
January 2014 - Present · 12 yrs 6 mos
Previous Registrations
The Strategic Financial Alliance
June 2011 - December 2013 · 2 yrs 6 mos
The Strategic Financial Alliance, INC.Broker
November 2010 - December 2013 · 3 yrs 1 mo
World Group Securities, INC.Broker
April 2002 - November 2010 · 8 yrs 7 mos
Wma Securities, INC.Broker
June 1998 - April 2002 · 3 yrs 10 mos
State Registrations1 state
WI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Debra Selle - Financial Advisor | TrueAdvisor