Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Avina is a financial advisor who has been in the industry since 2000. Debra is currently registered with UBS Financial Services Inc. Debra is also registered in the states of Alaska, Arizona, California, Florida, Pennsylvania, South Carolina, Tennessee, and Texas. Previously, Debra was a financial advisor at Morgan Stanley and Citigroup Global Markets Inc. Debra has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment advisory services. Debra is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
11/27/2017 - Present
UBS Financial Services Inc. (SAN DIEGO CA)
CA
06/01/2009 - 10/30/2017
MORGAN STANLEY (CARLSBAD CA)
CA
11/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CARLSBAD CA)
CA
03/01/2006 - 11/03/2008
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
SC
09/08/2000 - 03/03/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 07/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Debra Avina is the right advisor for you? Invested Better is here to help.
