Unclaimed
Debra Gebo is a financial advisor with Morgan Stanley. Debra has been working in the financial services industry since March 14, 2001. Debra holds the Series 3, 7, 10, 24, 63, 65 and 66 licenses. Debra is registered in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Debra is also registered as an investment advisor representative in Connecticut, Montana, New York and Texas. Debra has been with Morgan Stanley since April 2011. Previously, Debra worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Debra is registered with FINRA.
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
MA
10/11/2021 - Present
Morgan Stanley (Boston MA)
MA
04/12/2017 - 09/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
MA
04/28/2011 - 04/04/2017
MORGAN STANLEY (WELLESLEY MA)
MA
06/25/2008 - 04/08/2011
UBS FINANCIAL SERVICES INC. (BOSTON MA)
CT
10/23/2007 - 06/25/2008
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
08/23/2006 - 10/25/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (HARTFORD CT)
CT
11/07/2005 - 07/24/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
MA
03/28/2005 - 10/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
06/15/2004 - 03/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/01/2002 - 05/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/13/1999 - 09/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1999
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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