Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Briskin has been in the financial industry since 1984 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Deborah is a Series 7 and Series 66 licensed professional and has experience working with high-net-worth individuals, corporations, businesses, and other clients. Deborah has expertise in portfolio management and offers a range of investment advisory services, including research reports and services, pension consulting, and educational seminars. Deborah is dedicated to providing her clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
10/12/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FAIRFIELD CT)
CT
11/07/2008 - 10/21/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
05/11/1984 - 11/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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