Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delise? Claim Your ProfileDelise Rion is an Investment Advisor Representative with Edward Jones. Delise has been in the industry since June 2018 and holds licenses for both Securities and Investment Advisory. Delise is also registered in Arkansas, Massachusetts, Missouri and Utah. Delise has a total of 4 approved SRO registrations and 1 approved FINRA registration. Delise has experience with various investment vehicles and offers a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management. Delise specializes in working with high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, and individuals.
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.
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.
See schedule d - miscellaneous
1
2
MO
03/08/2019 - Present
Edward Jones (O'Fallon MO)
BOTH
Issued 03/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Delise Rion is the right advisor for you? Invested Better is here to help.
