Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deborah? Claim Your ProfileDeborah Barr is a financial professional with over 10 years of experience in the industry. Deborah is currently registered with Oppenheimer & Co. Inc. and previously worked at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, and Oppenheimer & Co. Inc. Deborah is licensed to provide investment advice in numerous states, including Arizona, California, Colorado, and more. Deborah holds the Series 7, Series 63, and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
04/04/2022 - Present
Oppenheimer & Co. Inc. (JENKINTOWN PA)
PA
03/18/2015 - 05/25/2021
RBC CAPITAL MARKETS, LLC (Philadelphia PA)
PA
12/01/2014 - 03/20/2015
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
PA
10/16/2013 - 03/14/2014
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
04/10/2012 - 10/16/2013
OPPENHEIMER & CO. INC. (PHILADELPHIA PA)
BC
Issued 12/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Deborah Barr is the right advisor for you? Invested Better is here to help.
