Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lynn Privetera is a financial advisor who has been working in the industry since 1993. Deborah has a broad range of experience, having worked with firms like Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch. Deborah currently holds Series 31, Series 7, and Series 65 licenses and currently works with Cetera Investment Advisers LLC, serving clients in Wall, New Jersey. Deborah's experience covers various financial advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals.
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 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Deborah Privetera is the right advisor for you? Invested Better is here to help.
