Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lynn Ebert is a financial advisor registered with Morgan Stanley. Debra is a registered representative with Series 7 and 63 licenses. Debra has been in the financial services industry since 1997. Debra has also been active in providing investment advice. Debra is registered in 53 states and has 2 active registrations as an Investment Advisor Representative. Debra is also registered in 53 states as a Broker. Debra's past employment includes positions at Center Street Securities, Inc. and Cetera Financial Specialists LLC.
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
FL
04/08/2020 - Present
Morgan Stanley (Winter Park FL)
FL
01/30/2017 - 09/19/2018
CENTER STREET SECURITIES, INC. (MERRITT ISLAND FL)
FL
06/15/2013 - 01/30/2015
CETERA FINANCIAL SPECIALISTS LLC (VIERA FL)
FL
01/03/1996 - 10/30/2012
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
IA
Issued 11/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1995
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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