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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lynn Costanzo cline is a financial advisor at Stifel, Nicolaus & Company, Inc., and has been in the industry since 2004. Debra Lynn Costanzo cline is licensed to provide financial advice in New Jersey and New York. Debra Lynn Costanzo cline's previous experience includes working at Morgan Stanley, UBS Financial Services Inc., Citigroup Global Markets Inc., and Boenning & Scattergood, Inc..
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.
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2
NJ
04/20/2023 - Present
Stifel, Nicolaus & Company, Inc. (HADDONFIELD NJ)
NJ
12/06/2017 - 05/02/2023
MORGAN STANLEY (Northfield NJ)
NJ
01/08/2009 - 12/01/2017
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
07/31/2007 - 01/21/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
09/06/2004 - 08/01/2007
BOENNING & SCATTERGOOD, INC. (MARMORA NJ)
BC
Issued 09/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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