Debra Costner
Financial Professional @Axa Advisors, Llc
Signup · Get unlimited contacts
WORK HISTORY
Financial Professional @Axa Advisors, Llc
My years of managing small to mid-sized businesses, have given me insight that most financial professionals do not possess. Currently my focus is on assisting companies and families in complete financial planning to secure assets, maximize return on investments, while minimizing the tax implications, brokering 401(k) plans, and working with staff on retirement distribution planning. Specializing in wealth accumulation, retirement funding, risk management, estate and tax planning to secure assets for future generations. CA Insurance Lic. 0H49410. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR.
SKILLS
ABOUT DEBRA COSTNER
With a solid work history of 22 years in financial management as C.F.O. and Financial Director, and then 3 years as C.E.O. and Publisher of my own newspaper, it was time to make a significant career change. The shift came in 2011 when I decided to obtain my Life and Health Insurances licenses and began selling benefits insurance. Then In 2012, I continued my education and obtained my Series 7 and 66 Licenses with the Securities Exchange Commission and began a new career. My years of running businesses have uniquely prepared me to assist business owners to address the breadth of their financial needs. In addition I enjoy working with families to ensure they have adequately protected their assets and have planned properly for retirement income distributions.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.