Unclaimed
Barbara Elizabeth Delaney is a financial advisor with over 20 years of experience in the financial services industry. Barbara is currently registered with Vanguard Marketing Corp. and is located in Malvern, Pennsylvania. She has held previous positions with Susquehanna Financial Group, Inc. and Susquehanna Brokerage Services, Inc. Barbara holds the Series 6, 7 and 63 securities licenses as well as the SIE.
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.
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.
1
2
PA
08/03/2009 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
08/26/1996 - 03/06/2001
SUSQUEHANNA FINANCIAL GROUP, INC. (BALA CYNWYD PA)
NY
01/25/1995 - 09/11/1996
SUSQUEHANNA BROKERAGE SERVICES, INC. (NEW YORK NY)
BC
Issued 08/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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