Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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