Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delvis? Claim Your ProfileDelvis Kaliqi is an investment advisor representative with LPL Financial LLC and has been in the industry since February 2024. Delvis has a Series 66 license and a Series 7TO license. The firm has offices in Marlton, New Jersey, as well as other locations. The firm specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Delvis Kaliqi also provides consulting and other non-discretionary advisory services. Delvis Kaliqi also works as a waiter and barista at Cafe La Maude.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
05/01/2024 - Present
LPL Financial LLC (MARLTON NJ)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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