Deeann Griebel, financial advisor Phoenix AZ
58 score

Deeann Griebel

CRD Number: 1210222
Current Firm: Moors & Cabot, Inc.

Deeann Griebel (CRD# 1210222) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Moors & Cabot Phoenix, AZ Oct 2013 - Current 3
Wells Fargo Advisors LLC Mesa, AZ May 2009 - Sep 2013 4
Wachovia Securities LLC Mesa, AZ Jul 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Dec 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Deeann J. Griebel
Phone Number: 800-426-0501
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,058
    MILLIONS
  • Total Number of Accounts
    2,218
    ACCOUNTS
  • Average Account Value
    $477,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI

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BADGES
58

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