Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Delia is a financial advisor with Schwab Wealth Advisory, Inc. Joseph has been in the financial services industry since December 2018. Joseph's previous experience includes working at TD Ameritrade, Inc. Joseph holds the following licenses: Series 63, Series 66, Series 7TO, and the SIE. Joseph is also a Certified Financial Planner. Joseph is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
02/15/2024 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
MO
12/04/2018 - 01/05/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 11/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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