Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Lynn DeLuca is a financial advisor with over 25 years of experience in the industry. She has worked with several firms, including First Union Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC. She is currently a Registered Representative and Investment Advisor Representative for Stratos Wealth Partners, Ltd. in Hilliard, OH. Candace is licensed in multiple states and holds several professional designations, including Certified Financial Planner. She provides a variety of services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Candace DeLuca specializes in serving high-net-worth individuals, corporations, 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.
Percentage of assets under management with third party managers
1
2
OH
06/10/2017 - Present
Stratos Wealth Partners, Ltd. (Hilliard OH)
OH
10/01/1999 - 06/12/2017
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS OH)
NC
11/21/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/16/1997 - 12/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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