Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Debello is a financial advisor with over 30 years of experience in the financial services industry. Theresa is currently registered with Raymond James & Associates, Inc. and has been with the firm since 1997. She has held previous positions with Prudential Securities Incorporated and PaineWebber Incorporated. Theresa holds a variety of licenses and designations, including Series 7, Series 63, Series 4, Series 9, and Series 10. She specializes in providing financial advice to individuals, corporations, and institutions. Theresa is committed to helping her clients 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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/30/1997 - Present
Raymond James & Associates, Inc. (OCALA FL)
NY
12/05/1995 - 10/10/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/21/1995 - 07/21/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/08/1990 - 04/04/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/23/1988 - 10/12/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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