Unclaimed
Debora Celestino is a financial advisor with Raymond James & Associates, Inc. Debora has been in the financial services industry since 1993 and holds the Series 7, Series 63, and SIE licenses. Debora has worked with Morgan Keegan & Company, Inc. and UBS Financial Services Inc. in the past. Debora provides financial planning, portfolio management for individuals and businesses, and other services to clients in Houston, TX.
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.
Please see note in schedule d - miscellaneous
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
TX
02/13/2013 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
12/04/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
TX
03/29/1996 - 12/11/2006
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
NY
10/06/1993 - 03/19/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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