Unclaimed
Debra Allison Morrison is a financial advisor with over 12 years of experience in the financial services industry. Currently, Debra Morrison is registered with Equitable Advisors, LLC. Prior to that, Debra Morrison was registered with Commonwealth Financial Network, Securities America, Inc. and Pruco Securities, LLC. Debra Morrison holds the Series 6 and SIE licenses.
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
01/09/2024 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
06/24/2022 - 10/10/2023
COMMONWEALTH FINANCIAL NETWORK (Clinton NJ)
NJ
04/12/2011 - 06/09/2022
SECURITIES AMERICA, INC. (CLINTON NJ)
NJ
10/11/2010 - 03/28/2011
PRUCO SECURITIES, LLC. (WARREN NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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