Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Delaney is a financial advisor with J.P. Morgan Securities LLC. David is located in Atlanta, GA and has been in the financial services industry since 1977. David has passed the Series 7, Series 5, Series 8, Series 9, Series 10, Series 63, and Series 65 exams. David has experience with both individual investors and businesses. David previously worked with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
GA
12/14/2015 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
01/17/2003 - 12/22/2015
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
01/27/1995 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/03/2000 - 09/16/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NA
06/03/1991 - 02/06/1995
ALEX. BROWN & SONS INCORPORATED
KY
05/03/1979 - 06/03/1991
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NA
09/26/1978 - 05/24/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
06/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/9/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/8/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/1982
Series 5 - Interest Rate Options Examination
BC
Issued 5/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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