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Deborah Lynn Privetera

Cetera Investment Advisers LLC

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About Deborah Lynn Privetera

Deborah Lynn Privetera is a financial advisor registered with Cetera Investment Advisers LLC. Deborah has been working in the financial services industry since 1993. Deborah is registered with the state of New Jersey and has licenses for securities and investment advisory services. Deborah offers a variety of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Deborah is committed to providing her clients with the highest level of service and expertise.

Firm Information

Deborah Privetera is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1540 HIGHWAY 138 STE 303

WALL, NJ 07719

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Privetera’s Registration & Firm History

NJ

03/21/2024 - Present

Cetera Investment Advisers LLC (WALL NJ)

NJ

06/01/2009 - 04/10/2017

MORGAN STANLEY (LAWRENCEVILLE NJ)

NJ

04/16/1998 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)

NY

09/13/1993 - 03/20/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 4/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/6/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 9/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Deborah Lynn Privetera. Review regulatory record here.
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