Deborah A. Gianelli
Professional summary
Deborah Ann Gianelli, CFP®, who also goes by Deborah Delfavero, Deborah A Gianelli, is a registered financial advisor currently at WHOLE FAMILY FINANCIAL SERVICES, INC. located in Bothell, Washington.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Deborah has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Ann Gianelli's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 18, 2019 - Present
WHOLE FAMILY FINANCIAL SERVICES, INC.
July 2, 2007 - December 31, 2019
KMS FINANCIAL SERVICES, INC.
July 2, 2007 - September 30, 2020
KMS FINANCIAL SERVICES, INC.
June 13, 2003 - July 3, 2007
BROOKSTREET SECURITIES CORPORATION
December 6, 2002 - July 3, 2007
BROOKSTREET SECURITIES CORPORATION
September 12, 1997 - December 4, 2002
MORGAN STANLEY DW INC.
January 3, 1997 - December 4, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/18/2019)
Exams
Current Firm
WHOLE FAMILY FINANCIAL SERVICES, INC.
CRD#: 305027 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 58,221,100 |
Red Flags
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