Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Leo Delaney is a financial advisor with over 15 years of experience in the industry. Joseph Delaney is currently registered with Citizens Securities, Inc. and previously worked with Cambridge Investment Research, Inc., Santander Securities LLC, LPL Financial LLC, IFMG Securities, Inc., and NYLIFE Securities Inc. Joseph Delaney is a licensed securities professional with Series 6, 7, 24, 63, and 66 licenses and the SIE designation. Joseph Delaney is a registered representative in Massachusetts. Joseph Delaney specializes in financial planning, portfolio management for individuals, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/18/2018 - Present
Citizens Securities, Inc. (EAST MILTON MA)
MA
04/26/2016 - 06/26/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Dorchester MA)
MA
09/19/2012 - 07/18/2013
SANTANDER SECURITIES LLC (BOSTON MA)
NJ
04/16/2008 - 09/19/2012
LPL FINANCIAL LLC (MARLBORO NJ)
MA
11/01/2005 - 05/27/2008
IFMG SECURITIES, INC. (BOSTON MA)
NY
12/07/1998 - 02/22/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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