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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delores? Claim Your ProfileDelores Thomsen is a financial professional with over 30 years of experience in the industry. Delores currently works with Capital Investment Advisory Services, LLC, a firm that has been providing financial planning and investment management services since 2013. Delores has held licenses in several states, including North Carolina, South Carolina, Georgia, and Indiana. Delores has a strong track record of helping individuals and families reach their financial goals. Delores has a passion for helping people understand their finances and make informed decisions about their future.
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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NC
01/07/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
SC
02/14/1991 - 08/09/1993
MCCARLEY AND ASSOCIATES, INC. (GREENVILLE SC)
GA
12/15/1982 - 11/27/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 08/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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