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Debra Jane Holewinski

Morgan Stanley

Waukesha, WI

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-03-19
WI RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-03-19
  • WI RA
    APPROVED
    Since 2009-06-01

Branch Locations

20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. Waukesha WI 01/1983 Present
Morgan Stanley Smith Barney Waukesha WI 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-07-14
S63 Uniform Securities Agent State Law Examination 1999-03-15
  • S65 Uniform Investment Adviser Law Examination
    2005-07-14
  • S63 Uniform Securities Agent State Law Examination
    1999-03-15
Other Names
  • Debra J Holewinski
  • Debra Jane Abbott

View on SEC IAPD

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Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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