Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph William Delamater is an investment advisor representative with Wells Fargo Clearing Services, LLC. Joseph Delamater has been working in the financial services industry for over 24 years. He has a Series 7, Series 24, Series 63 and Series 65 licenses and has been registered with FINRA since 2008. Previously, he worked for A.G. Edwards & Sons, Inc. and Edward Jones. He is a Registered Representative in Arizona, Arkansas, California, Colorado, Delaware, Florida, Illinois, Maryland, Michigan, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington, Wisconsin, and Wyoming. Joseph Delamater's firm, Wells Fargo Clearing Services, LLC is headquartered in St. Louis, Missouri. They offer a variety of financial services including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NM
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (LAS CRUCES NM)
NM
06/20/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROSWELL NM)
MO
03/18/1999 - 06/23/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Joseph Delamater is the right advisor for you? Invested Better is here to help.
