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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debora? Claim Your ProfileDebora L Booth is a financial advisor with Morgan Stanley. Debora has been in the financial services industry since June 14, 2004. Debora is registered with FINRA and has a Series 6, 7, and 63 license. Debora has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, INC. Debora's clients include individuals, high-net-worth individuals, corporations, businesses, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Debora provides financial planning, portfolio management, asset allocation advice, and selection of other advisors. Debora is located in Pensacola, Florida and can be reached at 850 South Palafox Street, Suite 200.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/14/2011 - Present
Morgan Stanley (Pensacola FL)
FL
10/23/2009 - 04/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
FL
01/29/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PENSACOLA FL)
MA
11/22/2000 - 07/14/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 02/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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