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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delbert? Claim Your ProfileDelbert Mark Fellner is a financial professional with over 27 years of experience in the industry. Delbert Mark Fellner is currently registered with Osaic Wealth, Inc. and is located in EAST PEORIA, IL. Delbert Mark Fellner specializes in providing financial advice and services to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Delbert Mark Fellner has a broad range of experience working with a number of firms including Woodbury Financial Services, Inc. and NYLIFE Securities INC.
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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IL
01/19/2024 - Present
Osaic Wealth, Inc. (EAST PEORIA IL)
IL
07/15/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAST PEORIA IL)
MN
06/07/2000 - 11/09/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
07/01/1999 - 03/09/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
05/22/1996 - 11/03/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
SD
01/16/1996 - 05/30/1996
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
IN
09/08/1995 - 01/29/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/17/1993 - 07/05/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/17/1993 - 07/05/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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