Unclaimed
Delaney Wollinger is a registered representative with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Delaney has been in the industry since December 17, 2020 and has a strong track record of success in providing investment advice to clients. Delaney holds the Series 63, 24, 87, 7, and SIE licenses and is registered in Missouri and North Carolina. Delaney is also a registered principal with Wells Fargo Advisors Financial Network, LLC. Delaney specializes in providing financial planning, pension consulting, and investment consulting services to individuals, corporations, and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/16/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BC
Issued 01/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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