Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Blanc-velez is a financial advisor who is currently registered with Citigroup Global Markets Inc. Deborah has over 20 years of experience in the financial services industry and has held previous roles at firms like J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and Morgan Stanley DW Inc. Deborah Blanc-velez is licensed to provide investment advice in Arizona, California, Colorado, Florida, Illinois, New Jersey, New York and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/31/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
TX
10/01/2008 - 04/22/2021
J.P. MORGAN SECURITIES LLC (Houston TX)
NY
03/25/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
01/07/2004 - 03/30/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/30/2001 - 03/25/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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