Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Delaney is a financial advisor with over 30 years of experience in the financial services industry. Barbara is currently registered with LPL Financial LLC and Global Retirement Partners LLC. Barbara has held previous registrations with NRP FINANCIAL, INC., MML INVESTORS SERVICES, INC., G. R. PHELPS & CO., INC., GIBRALTAR SECURITIES CO., and E. F. HUTTON & COMPANY INC. Barbara has a broad range of experience and expertise in various financial services areas, including financial planning, investment management, retirement planning, and insurance. Barbara is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (TARRYTOWN NY)
NY
08/09/2007 - 11/30/2010
NRP FINANCIAL, INC. (PEARL RIVER NY)
NY
03/01/1996 - 08/10/2007
MML INVESTORS SERVICES, INC. (PEARL RIVER NY)
NA
08/08/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
NJ
01/05/1989 - 08/12/1989
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NA
10/20/1987 - 05/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 02/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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