Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
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.
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
Active
Inactive
F
FINRA
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