Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delia? Claim Your ProfileDelia Louisa Papas is a financial advisor with Cetera Investment Advisers LLC, working out of the Fort Lauderdale, FL branch. Delia has been in the financial industry since 2013 and holds several licenses, including Series 6, 7, 31 and 66. She is also a Certified Financial Planner. Delia has experience at Morgan Stanley, UBS Financial Services Inc., and Putnam Investments. Her experience includes working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
1
2
FL
05/20/2024 - Present
Cetera Investment Advisers LLC (Fort Lauderdale FL)
FL
03/18/2022 - 05/28/2024
MORGAN STANLEY (Fort Lauderdale FL)
FL
07/19/2017 - 03/29/2022
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
MA
08/27/2013 - 08/04/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 8/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/7/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 8/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Delia Papas is the right advisor for you? Invested Better is here to help.
