Unclaimed
Joseph Anthony Deluca has been in the financial services industry since March 30, 1994 and is currently registered with Hornor, Townsend & Kent, LLC as a Registered Representative. Previously, Joseph Anthony Deluca has also been registered with MSI FINANCIAL SERVICES, INC. and METROPOLITAN LIFE INSURANCE COMPANY. Joseph Anthony Deluca holds Series 6, 7, 24, 52, 53, 63 and SIE licenses. Joseph Anthony Deluca specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors.
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.
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.
Trail commissions, distribution assistance fees
1
2
PA
06/21/2017 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
PA
03/31/1994 - 10/11/2016
MSI FINANCIAL SERVICES, INC. (PLYMOUTH MEETING PA)
PA
03/31/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLYMOUTH MEETING PA)
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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