Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Hogan is a financial advisor with over 40 years of experience in the industry. She currently works at Stifel, Nicolaus & Company, Inc., where she is a registered representative. Barbara has a broad range of experience, having worked previously at firms such as Ryan Beck & Co., Gruntal & Co., L.L.C., and E. W. Smith Co. Barbara Hogan's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
1
2
PA
06/05/2007 - Present
Stifel, Nicolaus & Company, Inc. (YARDLEY PA)
PA
04/29/2002 - 06/05/2007
RYAN BECK & CO. (CONSHOHOCKEN PA)
NY
02/22/1982 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
06/23/1981 - 08/11/1982
E. W. SMITH CO.
BC
Issued 07/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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