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John Delaney is a financial advisor registered with Cetera Investment Advisers LLC in Cumberland, Maryland. John has been in the financial services industry since 1996. John earned a Series 6, Series 7, and Series 63 license and has also passed the SIE and Series 65 exams. John has experience working with a variety of clients, including individuals, corporations, and pension plans. John has also worked as a trust officer for First United Bank & Trust. John is a member of the Cumberland Housing Alliance and the Housing Authority City of Cumberland. John has a commitment to helping clients achieve their financial goals.
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
MD
01/21/2014 - Present
Cetera Investment Advisers LLC (CUMBERLAND MD)
TX
02/23/1999 - 12/21/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/24/1998 - 12/21/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
PA
04/11/1996 - 05/05/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 12/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/3/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 4/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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