Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delaney? Claim Your ProfileDelaney Jean is a financial advisor with Merit Financial Advisors, based in Williamsport, Pennsylvania. Delaney has been working in the financial industry since January 7, 2019, and has experience with both Cambridge Investment Research, Inc. and Voya Financial Advisors, Inc.. Delaney holds a Series 66 license and Series 7TO and SIE certifications. Delaney specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, 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.
Consulting fees
1
2
PA
05/22/2023 - Present
Merit Financial Advisors (Williamsport PA)
PA
05/19/2023 - 08/16/2024
LPL FINANCIAL LLC (WILLIAMSPORT PA)
PA
07/17/2020 - 05/23/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (williamsport PA)
PA
01/08/2019 - 07/24/2020
VOYA FINANCIAL ADVISORS, INC. (WILLIAMSPORT PA)
BOTH
Issued 03/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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