Unclaimed
Delane Robert Schieferstein is a financial advisor with Transamerica Financial Advisors, Inc.. Delane has been in the financial services industry since 1987 and is registered in Georgia, Iowa, and Texas. Delane is a registered representative and investment advisor representative. Delane has been with Transamerica Financial Advisors, Inc. since 2015. Delane also worked for WFGIA. Delane has previous experience with THE PLANNER'S SECURITIES GROUP, INC.. Delane also has other business activities including: Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc., Challenge air for Kids and Friends, Leadership Richardson Alumni Association, RICHARDSON EAST ROTARY CLUB, BioLife Plasma Services. Delane has passed several industry exams including the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 7, and Series 24. Delane has also been involved in several organizations such as: Methodist Richardson Medical Center Foundation, Leadership Richardson Alumni Association, RICHARDSON EAST ROTARY CLUB, Methodist Richardson Medical Center Patient Family Advisory Coun, Challenge air for Kids and Friends, and BioLife Plasma Services.
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.
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.
1
2
IA
02/23/2021 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
NA
04/29/1987 - 10/17/1989
THE PLANNER'S SECURITIES GROUP, INC.
IA
Issued 02/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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