Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Nancy Delaney is a financial advisor with over 17 years of experience in the industry. Currently, Charlene is a registered representative with Osaic Wealth, Inc. working out of their Rockledge, FL branch office. Charlene has also held previous positions with Securities America, Inc., Questar Capital Corporation, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Charlene is licensed to provide investment advice in Florida. Charlene's specializations include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
FL
02/08/2019 - 06/14/2024
SECURITIES AMERICA, INC. (ROCKLEDGE FL)
FL
10/12/2009 - 02/08/2019
QUESTAR CAPITAL CORPORATION (ROCKLEDGE FL)
FL
01/01/2008 - 09/28/2009
WELLS FARGO ADVISORS, LLC (MELBOURNE FL)
FL
12/19/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MELBOURNE FL)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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