Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delania? Claim Your ProfileDelania McCarty is a registered representative with Charles Schwab & CO., Inc. Delania has been in the securities industry since September 15, 2016 and holds a Series 63, Series 66, Series 7 and SIE licenses. Delania McCarty has been with Charles Schwab & CO., Inc. since July 2018. Prior to joining Charles Schwab & CO., Inc., Delania McCarty was with TD AMERITRADE, INC. from July 2016 to July 2018.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
08/15/2018 - Present
Charles Schwab & CO., Inc. (Springtown TX)
TX
09/02/2016 - 07/31/2018
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 08/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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