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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 Davidoff is a financial advisor who has been in the industry since 1999. Debra has held licenses with both UBS Financial Services Inc. and Citigroup Global Markets Inc. Debra is currently a registered representative of Morgan Stanley and is licensed in 35 states. Debra's expertise includes portfolio management for businesses and individuals and Debra has worked extensively with clients in the high net worth and institutional space. Debra holds a Series 66, Series 63, Series 10, Series 9, Series 3, and Series 7 license.
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
MA
03/18/2020 - Present
Morgan Stanley (Wellesley MA)
MA
06/06/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
MA
05/18/1999 - 06/13/2008
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1999
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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