Unclaimed
Kathleen Debellis is a financial professional with over five years of experience in the industry. She is registered with Stonex Financial Inc. in New York and holds licenses for Series 7, Series 52, Series 63, Series 99TO, and SIE exams. Kathleen is currently active in broker-dealer operations and provides a wide range of financial 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.
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.
1
2
NY
08/21/2017 - Present
Stonex Financial Inc. (NEW YORK NY)
BC
Issued 10/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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