Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edna? Claim Your ProfileEdna Theresa Delphin is a financial professional with over 15 years of experience in the financial services industry. Edna is currently registered with Retirement Plan Advisors, LLC, a Registered Investment Advisor based in Chicago. Prior to joining Retirement Plan Advisors, LLC, Edna worked at SAGEPOINT FINANCIAL, INC. in Shreveport, LA. Edna has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial planning and investment management services. Edna holds the Series 66, Series 7 and SIE licenses. Edna is a dedicated financial professional with a strong commitment to providing her clients with the highest level of service and expertise.
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.
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
IL
11/26/2019 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
LA
02/16/2007 - 01/05/2011
SAGEPOINT FINANCIAL, INC. (SHREVEPORT LA)
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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