Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delbert? Claim Your ProfileDelbert Wynn Smith is a financial advisor with Certified Advisory Corp. Delbert has been working in the financial industry for over two decades and holds a Series 7 and 66 license as well as the SIE exam. Delbert is also a Certified Financial Planner and a Chartered Financial Consultant. Delbert’s previous experience includes positions with Equitable Advisors, LLC, Allstate Financial Services, LLC, and State Farm VP Management Corp.
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.
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.
Solicitation fees
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2
FL
01/14/2022 - Present
Certified Advisory Corp. (Altamonte Springs FL)
FL
04/08/2021 - 07/21/2021
EQUITABLE ADVISORS, LLC (ORLANDO FL)
FL
02/27/2017 - 06/02/2017
ALLSTATE FINANCIAL SERVICES, LLC (Winter Park FL)
FL
07/25/2002 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (MAITLAND FL)
MN
06/22/2000 - 06/04/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/2000 - 06/04/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
02/28/2000 - 06/15/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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