Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debritu? Claim Your ProfileDebritu Laly Kassa is a financial advisor who has been in the industry since 1995. Debritu is currently registered with Chevy Chase Trust Co. and holds the Series 7, Series 63, and Series 65 licenses. Debritu has worked at several prominent firms during her career, including Citigroup Global Markets Inc., UST Securities Corp., Salomon Smith Barney Inc., and Salomon Brothers Inc. Debritu holds the Certified Financial Planner designation and specializes in a range of investment services, including financial planning, portfolio management, and trustee services.
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.
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.
Trustee and investment manager for collective funds
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
MD
02/18/2010 - Present
Chevy Chase Trust Co. (BETHESDA MD)
DC
06/15/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
05/16/2006 - 06/05/2007
UST SECURITIES CORP. (WASHINGTON DC DC)
NY
08/02/1995 - 02/12/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
12/03/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 08/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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