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DB

Debra R. Bossack

LPL FINANCIAL LLC
ENDICOTT, NY 13760
Some features on this profile are disabled
CRD#: 4798299
DB

Professional summary

Debra R Bossack, who also goes by Debra R Nichols, is a registered financial professional currently at LPL FINANCIAL LLC located in Endicott, New York and VISIONS ANALYSIS LLC located in Endicott, New York.

Debra is registered as a RR (Registered Representative) and started their career in finance in 2018. Debra has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Debra R Nichols

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Debra R Bossack's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2020 - Present

LPL FINANCIAL LLC

Office #1: 24 Mckinley Ave, Endicott, NY 13760
RIA
BD
CRD#: 6413
ENDICOTT, NY
Current

June 12, 2020 - Present

VISIONS ANALYSIS LLC

Office #1: 24 Mckinley Avenue, Endicott, NY 13760Office #2: 24 Mckinley Avenue, Endicott, NY 13760
BD
CRD#: 286678
Endicott, NY
Past

June 1, 2018 - May 6, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
ITHACA, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/28/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 5/3/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/1/2018
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VISIONS ANALYSIS LLC
VISIONS ANALYSIS LLC

CRD#: 286678 / SEC#: , 8-69898

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
24 Mckinley Avenue, Endicott, NY 13760
Mailing Address
24 Mckinley Avenue, Endicott, NY 13760
Phone number
(845) 489-3883
Established
New York since 12/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VISIONS FEDERAL CREDIT UNIONOWNER
BENDER, STEVEN CHRISTOPHERPFO, POO2650187
BENDER, STEVEN CHRISTOPHERFINOP2650187
THATCHER, JEFFREY GLENNCEO, CCO, MANAGING DIRECTOR1951368

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VISIONS ANALYSIS LLC

CRD#: 286678Endicott, NY 13760

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