Unclaimed
George Delbaggio is a financial advisor with Cetera Investment Advisers LLC. George has been in the industry since November 3, 1996, and is registered to provide investment advice in Pennsylvania and Texas. George has experience working with various financial institutions, including Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., and Sammons Securities Company, LLC. George is also registered as a Registered Options Principal, holding a Series 4 license. George has a broad range of experience and expertise, and he is committed to providing his clients with personalized financial advice.
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.
1
2
PA
02/13/2023 - Present
Cetera Investment Advisers LLC (Altoona PA)
PA
09/02/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ALTOONA PA)
PA
09/23/2011 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (ALTOONA PA)
PA
02/09/2002 - 09/27/2011
SAMMONS SECURITIES COMPANY, LLC (ALTOONA PA)
CA
02/11/1999 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
11/04/1996 - 02/10/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 4/8/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/3/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/1999
Series 7 - General Securities Representative Examination
BC
Issued 1/3/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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