Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannette? Claim Your ProfileJeannette Deorchis is a financial advisor at Morgan Stanley with over 38 years of experience in the industry. Jeannette has held positions at several firms, including Citigroup Global Markets Inc., Prudential Securities Incorporated, and Bevill, Bresler & Schulman Incorporated. Jeannette is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 52, and Series 63 license. Jeannette provides a variety of services to her clients, including financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and selection of other advisors.
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
04/23/2020 - Present
Morgan Stanley (Boca Raton FL)
FL
04/08/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
05/06/1985 - 04/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/11/1983 - 04/29/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
11/17/1981 - 07/11/1983
HANAUER, STERN & COMPANY,INCORPORATED
IA
Issued 12/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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