Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Barber is a financial advisor at Cadaret, Grant & Co., Inc. with over 45 years of experience in the industry. Daniel has worked at various firms throughout his career, including Stuart Stone & Co., LLC, FOCUS SECURITIES, INC., and BNL SECURITIES INC. Daniel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, 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.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/02/2003 - Present
Cadaret, Grant & CO., Inc. (FRANKLINVILLE NJ)
NJ
01/02/1987 - 12/31/2002
STUART STONE & CO., LLC (FLORHAM PARK NJ)
NA
03/06/1986 - 01/02/1987
FOCUS SECURITIES, INC.
NA
09/03/1982 - 02/24/1986
BNL SECURITIES INC.
NA
06/16/1977 - 12/09/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BC
Issued 09/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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