Unclaimed
Cyrus Nariman Deboo is a financial professional with over 20 years of experience in the industry. Cyrus is currently registered with Stifel, Nicolaus & Company, Inc. Cyrus holds multiple licenses including Series 7, Series 63, Series 79TO, and the SIE. Cyrus has a broad range of experience, having previously worked with Mooreland Partners LLC and Sonenshine & Company LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/01/2019 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
01/03/2017 - 07/02/2019
MOORELAND PARTNERS LLC (New York NY)
NY
05/22/2002 - 11/02/2016
SONENSHINE & COMPANY LLC (NEW YORK NY)
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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