Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelly? Claim Your ProfileShelly Elizabeth Delucas is a registered representative with Janney Montgomery Scott LLC in Columbus (Grandview), OH. Shelly has been in the financial industry since June 24, 2003 and has experience in investment advisory and financial planning services. Shelly also has a strong track record of serving high-net-worth individuals, corporations, and charitable organizations. Prior to joining Janney Montgomery Scott LLC, Shelly was employed by Raymond James & Associates, Inc. and Wells Fargo Advisors, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
01/18/2018 - Present
Janney Montgomery Scott LLC (Columbus (Grandview) OH)
OH
06/06/2012 - 01/19/2018
RAYMOND JAMES & ASSOCIATES, INC. (UPPER ARLINGTON OH)
OH
01/01/2008 - 05/29/2012
WELLS FARGO ADVISORS, LLC (DUBLIN OH)
OH
06/25/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DUBLIN OH)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shelly Delucas is the right advisor for you? Invested Better is here to help.
