Unclaimed
Delia Luna Parker is a financial advisor in Chicago, Illinois. Delia has been working in the financial services industry since November 16, 2013 and is currently registered with Bankers Life Advisory Services, Inc.. Delia has been registered with Bankers Life Advisory Services, Inc. since July 23, 2019. Prior to that, Delia was with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and J.P. MORGAN SECURITIES LLC. Delia is a licensed agent in 50 states.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/23/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
WI
05/22/2015 - 07/19/2017
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
WI
10/01/2012 - 07/24/2014
J.P. MORGAN SECURITIES LLC (OAK CREEK WI)
WI
02/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OAK CREEK WI)
WI
10/12/2010 - 10/28/2011
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
BOTH
Issued 05/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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