Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Anne Cicatelli is a financial advisor with over 27 years of experience in the industry. Deborah is currently registered with Raymond James & Associates, Inc. and has previously worked at Morgan Stanley. Deborah is licensed to offer securities and investment advisory services in Florida and Georgia. Deborah has a wide range of experience in financial planning, portfolio management for businesses and individuals, and other advisory services. Deborah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
FL
12/03/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CA
06/01/2009 - 11/27/2018
MORGAN STANLEY (LOS ANGELES CA)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
10/18/1995 - 04/02/2007
MORGAN STANLEY DW INC. (FT. LAUDERDALE FL)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/1999
Series 9 - General Securities Sales Supervisor - Options Module 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 01/31/2003
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1995
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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