Unclaimed
John Delaney is a registered representative with Cetera Investment Advisers LLC and has been in the financial services industry since 2014. John Delaney is licensed to provide investment advice in Iowa and Texas. John Delaney also has a series 7 and series 66 securities license. John Delaney has a history of working at several financial firms including Voya Financial Advisors, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc.. John Delaney offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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