Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Lynne Frey is a registered representative with Morgan Stanley. Deborah has been working in the financial services industry since 2006. She has experience with LPL Financial LLC, CETERA ADVISOR NETWORKS LLC, and Parker/Hunter Incorporated. Deborah is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and Series 66 licenses. Deborah works with individuals, high-net-worth individuals, businesses, investment clubs, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
MD
04/01/2020 - Present
Morgan Stanley (Frederick MD)
MD
01/17/2017 - 07/06/2017
CETERA ADVISOR NETWORKS LLC (HAGERSTOWN MD)
MD
08/20/2009 - 01/19/2017
LPL FINANCIAL LLC (HAGERSTOWN MD)
PA
08/08/1997 - 05/01/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BOTH
Issued 07/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
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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