Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Magor Deel is a financial professional with over 30 years of experience in the industry. Barbara is a Registered Representative and Investment Advisor Representative with Cadaret, Grant & CO., Inc. Barbara is also an Investment Advisor Representative with Lebenthal Global Advisors LLC, Hauppauge, NY. Barbara is a Chartered Financial Consultant and holds multiple licenses and designations, including Series 4, Series 7, Series 24, and Series 63. Barbara has experience providing financial planning, portfolio management, and insurance services to individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/03/2017 - Present
Cadaret, Grant & CO., Inc. (JERICHO NY)
NY
08/20/1992 - 04/06/1993
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barbara Deel is the right advisor for you? Invested Better is here to help.
