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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ruth? Claim Your ProfileRuth Delaney is a financial advisor who has been in the industry since 1988. She is currently registered with Osaic Wealth, Inc. and has previously been registered with several other firms, including Signator Investors, Inc., Geneos Wealth Management, Inc., ProEquities, Inc., G. A. Reppe & Company, Gallagher Benefit Services of New York, Inc., Welling Associates, Inc. and NYLIFE Securities Inc. Ruth is licensed to offer securities products and investment advice in several states. She has earned the Certified Financial Planner and Chartered Financial Consultant designations. Ruth Delaney specializes in working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
11/04/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (TAMPA FL)
FL
01/03/2011 - 11/08/2016
GENEOS WEALTH MANAGEMENT, INC. (TAMPA FL)
FL
10/05/2000 - 12/31/2010
PROEQUITIES, INC. (LAND O LAKES FL)
FL
01/31/2000 - 10/06/2000
G. A. REPPLE & COMPANY (CASSELBERRY FL)
IL
11/26/1993 - 04/16/1996
GALLAGHER BENEFIT SERVICES OF NEW YORK, INC. (ROLLING MEADOWS IL)
NY
04/17/1989 - 11/26/1993
WELLING ASSOCIATES, INC. (YONKERS NY)
NY
10/07/1983 - 11/03/1988
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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