Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Willson is a financial advisor currently registered with Rockefeller Financial LLC, a firm with over $50 billion in assets under management. Debra has been in the industry since 2008, and holds both Series 63 and Series 65 licenses. Previously Debra was registered with Morgan Stanley Smith Barney LLC and Morgan Stanley & Co. Incorporated. Debra provides financial planning, portfolio management, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
IL
05/17/2024 - Present
Rockefeller Financial LLC (Chicago IL)
IL
06/01/2009 - 06/11/2024
MORGAN STANLEY (Chicago IL)
IL
03/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LISLE IL)
IA
Issued 05/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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