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Debra Robina Curtis-petties

Park Avenue Securities LLC

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About Debra Robina Curtis-petties

Debra Curtis-petties is a financial professional with over 35 years of experience in the financial services industry. Debra is currently registered with Park Avenue Securities LLC. Debra has held several positions in previous firms, including Morgan Stanley, Citigroup Global Markets Inc., Muriel Siebert & Co., Inc., Spear Insurance Services, Inc., JMC Investment Services, Inc., Dean Witter Reynolds Inc., and Blinder, Robinson & Co., INC.

Firm Information

Debra Curtis-petties is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Curtis-petties’s Registration & Firm History

NY

09/06/2016 - Present

Park Avenue Securities LLC (NEW YORK NY)

CA

06/01/2009 - 09/14/2015

MORGAN STANLEY (LOS ANGELES CA)

MD

09/25/2000 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)

NY

09/11/1992 - 09/20/2000

MURIEL SIEBERT & CO., INC. (NEW YORK NY)

CA

10/17/1988 - 07/26/1993

SPEAR INSURANCE SERVICES, INC. (GLENDALE CA)

MA

10/17/1988 - 09/09/1992

JMC INVESTMENT SERVICES, INC. (BOSTON MA)

NA

07/28/1986 - 10/01/1987

DEAN WITTER REYNOLDS INC.

NA

11/20/1985 - 06/19/1986

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

BC

Issued 11/27/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/27/1996

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/18/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 04/20/1994

Series 4 - Registered Options Principal Examination

BC

Issued 05/28/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Robina Curtis-petties.
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