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 Morrow is a financial advisor with Morgan Stanley, where Debra has been employed since June 2009. Debra is a licensed securities professional with experience in the financial services industry since January 2008. Debra holds both Series 63 and 66 licenses and is a registered representative in 37 states and a registered investment advisor in Texas and Washington. Debra is also the owner of Fabrication Services LLC, and is a trustee for a trust and an owner of rental property, both of which she considers to be investment related. Debra has experience working with individuals, businesses, trusts, high-net-worth clients, investment clubs, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, corporations and state or municipal government entities. Debra's firm, Morgan Stanley, is one of the largest financial services firms in the world.
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
WA
02/09/2015 - Present
Morgan Stanley (Bellevue WA)
WA
01/30/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
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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