Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delon? Claim Your ProfileDelon Mansour is a financial advisor registered with Kestra Investment Services, LLC and holds a Certified Financial Planner and Chartered Financial Consultant designation. Delon has been in the financial services industry since 2010 and has a strong track record of providing investment advisory services to a diverse client base. Previously, Delon has worked with Morgan Stanley, Edward Jones, and LPL Financial LLC. Delon currently provides advisory services through Kestra Advisory Services, LLC.
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.
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2
CA
01/17/2023 - Present
Kestra Investment Services, LLC (San Diego CA)
CA
05/13/2015 - 01/11/2023
LPL FINANCIAL LLC (CHULA VISTA CA)
CA
02/13/2015 - 02/18/2015
EDWARD JONES (SAN DIEGO CA)
CA
01/04/2013 - 02/13/2015
MORGAN STANLEY (LA MESA CA)
CA
01/03/2011 - 01/02/2013
WELLS FARGO ADVISORS, LLC (EL CAJON CA)
CA
06/08/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL CAJON CA)
CA
04/23/2010 - 05/20/2010
WELLS FARGO ADVISORS, LLC (EL CAJON CA)
CA
03/22/2010 - 04/26/2010
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 02/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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