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Deborah Stavis

Investment Adviser Representative at STAVIS WEALTH TRANSFER SOLUTIONS

Houston, TXCRD #1109504Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
8 states
Exams Passed
10

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Deborah Stavis has worked in the securities industry since 1983. They are registered to provide investment advisory services in Arizona, California, Michigan, Mississippi, Missouri, New Jersey, South Dakota, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
ArizonaCaliforniaMichiganMississippiMissouriNew JerseySouth DakotaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/27/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 4/27/1983
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/1996
Series 62
Corporate Securities Limited Representative Examination
Passed 4/10/1991
Series 22
Direct Participation Programs Representative Examination
Passed 4/21/1983
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/11/1983
Series 53
Municipal Securities Principal Examination
Passed 8/26/2003
Series 24
General Securities Principal Examination
Passed 8/27/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Stavis Wealth Transfer Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BENEFIT FUNDING SERVICES, LLCCurrent
9/2/2025Houston, TX
STAVIS WEALTH TRANSFER SOLUTIONSCurrent
10/1/2023Houston, TX
CI PRIVATE WEALTH
1/31/20234/10/2023Houston, TX
STAVIS & COHEN PRIVATE WEALTH, LLC
2/27/20213/31/2023Houston, TX
SCF PRIVATE WEALTH HOLDINGS, LLC
9/24/20093/15/2021Houston, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
8/3/20099/29/2009Houston, TX
FSC SECURITIES CORPORATION
3/31/20098/3/2009Houston, TX
STAVIS MARGOLIS ADVISORY SERVICES INC
7/5/20054/22/2008Houston, TX
FSC SECURITIES CORPORATION
10/20/200412/31/2004Houston, TX
ROYAL ALLIANCE ASSOCIATES, INC.
6/13/19967/24/2003Houston, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at STAVIS WEALTH TRANSFER SOLUTIONS

3 other advisors in the directory

View STAVIS WEALTH TRANSFER SOLUTIONS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Deborah Stavis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Deborah Stavis - Financial Advisor in Houston, TX | AdvisorFinder