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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 Soler-wilson is a financial advisor at Morgan Stanley, a firm with over 22,500 investment advisor representatives and $1.4 trillion in assets under management. Debra has been in the industry since 1994 and has a wide range of experience, including providing financial planning, portfolio management, and pension consulting services. Debra is registered to provide investment advice in 56 states and territories and has passed a number of industry exams. Debra has a proven track record of success in helping individuals and families achieve their financial goals.
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
FL
01/09/2012 - Present
Morgan Stanley (Tampa FL)
FL
11/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
NY
05/02/2002 - 04/23/2008
CHASE INVESTMENT SERVICES CORP. (BABYLON NY)
NY
02/10/1998 - 10/31/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/09/1994 - 12/04/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 03/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1994
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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