Unclaimed
Debra Marranca Stotler is a financial advisor with Cambridge Investment Research Advisors, Inc. Debra has been in the financial services industry since 1998 and has a broad range of experience. Debra is a Certified Financial Planner and holds Series 3, 6, 7, 66, and 87 licenses. Debra has previously been registered with Moors & Cabot, Inc., Cantella & CO., INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and PRUCO SECURITIES CORPORATION. Debra is also a teacher at Brookline Adult and Continuing Ed.
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.
Solicitation fees from 3rd party money managers
1
2
MA
12/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (Boston MA)
MA
10/16/2015 - 12/09/2022
CANTELLA & CO., INC. (Brighton MA)
MA
02/08/2008 - 10/26/2015
MOORS & CABOT, INC. (BOSTON MA)
MA
10/26/2001 - 02/21/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
04/13/1999 - 11/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/09/1998 - 03/19/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/22/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/24/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Debra Stotler is the right advisor for you? Invested Better is here to help.