Unclaimed
Deborah Petruzzelli is a registered Investment Advisor Representative with Barrow Hanley Global Investors. Deborah has been in the industry since 1991. Deborah has a Series 7 and Series 66 license. Deborah has experience working with individuals, investment companies, pooled investment vehicles, corporations, and state or municipal government entities. Deborah also has experience working with pension plans 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.
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.
Strategic management for diversified investment portfolios.
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.
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.
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2
TX
08/13/2004 - Present
Barrow Hanley Global Investors (DALLAS TX)
OH
07/27/1999 - 05/29/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/24/1991 - 04/06/1998
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 08/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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