Debra Ann Degenshein
Professional Summary
Debra Ann Degenshein, who also goes by Ann Degenshein, D. Ann Degenshein, is a registered financial advisor currently at KCOE CAPITAL LLC located in Camas, Washington and BUNDY GROUP SECURITIES, LLC located in Charlotte, North Carolina. Debra is registered as a RR (Registered Representative) and started their career in finance in 1997. Debra has worked at 26 firms and has passed the Series 66, Series 52TO, Series 99TO, Series 79TO, SIE, Series 53 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ann Degenshein, D. Ann Degenshein
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ANCHIN CAPITAL ADVISORS LLC | PLATINUM FINANCIAL SERVICES LLC | ANCHIN CAPITAL LLC
Contact Information
Main Address
3 Times Square 25th Floor, New York, NY 10036Mailing Address
3 Times Square 25th Floor, New York City, NY 10036Phone Number
(212) 840-3456Established
New York since 04/25/2003Firm Type
Limited Liability CompanyFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (18 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/3/2008)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Debra Ann Degenshein's CRS (Customer Relationship Summary).
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