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Kathleen Debellis

Stonex Financial Inc.

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About Kathleen Debellis

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.

Firm Information

Kathleen Debellis is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kathleen Debellis’s Registration & Firm History

NY

08/21/2017 - Present

Stonex Financial Inc. (NEW YORK NY)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Debellis.
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