Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delanie? Claim Your ProfileDelanie Hathaway is a financial advisor with Geneos Wealth Management, Inc. Delanie has been in the financial industry since 2000 and has a broad range of experience, including investment advisory services, financial planning, portfolio management, and insurance sales. Delanie is registered to offer investment advisory services and securities in Arizona and Utah. Delanie is a Series 7, 6, 63, 65, and 26 licensed professional and has a strong commitment to providing her clients with personalized financial advice and guidance. Delanie has experience working with individuals, businesses, charitable organizations, and high-net-worth individuals.
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.
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2
UT
07/14/2010 - Present
Geneos Wealth Management, Inc. (Nephi UT)
UT
10/12/2005 - 12/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ST. GEORGE UT)
AZ
01/18/2000 - 07/12/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
GA
07/30/1999 - 01/24/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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