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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Leigh Gordon is a financial advisor with Morgan Stanley, having joined the firm in 2012. Deborah Gordon has been working in the financial industry since 1999. She has experience with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. She is registered to offer financial advice in 29 states and holds Series 63, SIE and Series 7 licenses. Deborah Gordon specializes in providing financial advice to individuals, corporations, investment companies, insurance companies and charitable organizations.
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
09/13/2012 - Present
Morgan Stanley (St. Petersburg FL)
TN
06/01/2009 - 08/01/2012
MORGAN STANLEY SMITH BARNEY (COLUMBIA TN)
TN
11/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRANKLIN TN)
TN
05/25/2007 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA TN)
FL
02/04/2004 - 07/18/2006
MORGAN STANLEY DW INC. (TAMPA FL)
NY
10/22/1997 - 03/21/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 11/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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