Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delisa? Claim Your ProfileDelisa Stuckey is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since 1999. Delisa Stuckey holds the Series 7, 31, and 66 licenses, as well as the Series 24 principal license. Delisa Stuckey has worked for Wells Fargo Clearing Services, LLC since 2014. Delisa Stuckey also has experience at DEAN WITTER REYNOLDS INC. Delisa Stuckey has worked for Wells Fargo Advisors LLC since 2009. Delisa Stuckey has also worked for The Urban Group DMV Corp as a Owner.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/16/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
05/13/1999 - 03/19/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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