Deborah Stavis is a CFP-designated registered investment advisor, based in Houston, TX, with 42 years of industry experience.
Location
3325 Inwood Dr, Houston, TX, 77019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Deborah is a financial advisor at Stavis Wealth Transfer Solutions and an instructor at Rice University teaching estate, risk management, and insurance. She also sells fixed and traditional insurance products, dedicating a few hours per week to each of two insurance-related roles.
Employment History
Current Registrations
Benefit Funding Services, LLC
Benefit Funding Services, LLCBroker
Stavis Wealth Transfer Solutions
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Ci Private Wealth
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Fsc Securities CorporationBroker
Scf Private Wealth Holdings, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Fsc Securities Corporation
Stavis Margolis Advisory Services INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations8 states
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