Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Leigh Restauri is a registered investment advisor representative with Morgan Stanley. Deborah has been in the securities industry since June 5, 1991. Deborah is licensed to provide investment advisory services in Georgia and Texas. Deborah is also registered as a securities representative in 44 states. Deborah has passed the Series 7, Series 31, Series 63, Series 65, and SIE exams. Deborah has held previous positions at Citigroup Global Markets Inc., Salomon Smith Barney Inc., The Robinson-Humphrey Company, LLC, The Robinson-Humphrey Company Inc., Lehman Brothers Inc., J.J.B. Hilliard, W.L. Lyons, Inc., and Interstate/Johnson Lane Corporation. Deborah's current firm, Morgan Stanley, is a large financial services firm with approximately $10 billion - $50 billion in assets under management.
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
GA
01/07/2011 - Present
Morgan Stanley (Atlanta GA)
GA
11/27/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
05/16/2001 - 07/17/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
10/13/1998 - 05/25/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
10/23/1996 - 10/09/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
01/12/1994 - 10/24/1996
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
07/31/1993 - 10/13/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
08/28/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
KY
11/13/1991 - 06/30/1992
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NC
10/19/1988 - 01/04/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 07/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
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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