Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn P. Delaney is an active investment advisor representative who has been in the financial services industry since August 9, 2014. John is currently registered with Cetera Investment Advisers LLC. John has been a registered investment advisor representative since June 9, 2021. John holds a Series 66, Series 7, and SIE license. John has experience working with various clients including high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (FONTANELLE IA)
IA
12/20/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Johnston IA)
IA
09/01/2016 - 12/20/2016
SUMMIT BROKERAGE SERVICES, INC. (Johnston IA)
IA
09/02/2016 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (WAUKEE IA)
IA
10/15/2015 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (Johnston IA)
IA
08/05/2014 - 10/09/2015
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
BOTH
Issued 11/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Delaney is the right advisor for you? Invested Better is here to help.
