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Skerdi Kostreci

Delta Financial Advisors, Inc.

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About Skerdi Kostreci

Skerdi Kostreci is a financial advisor with over 17 years of experience in the industry. Skerdi is registered with Delta Financial Advisors, Inc., and has held prior registrations with NYLIFE Securities LLC and LPL Financial LLC. Skerdi holds the Series 7 and Series 63 securities licenses as well as the SIE exam. Skerdi is also a Certified Financial Planner. Skerdi offers financial planning and portfolio management services to individuals and high-net-worth clients. Delta Financial Advisors, Inc. provides financial planning and portfolio management services to individuals and high-net-worth clients. Delta Financial Advisors, Inc. has offices located in Kensington, Maryland.

Firm Information

Skerdi Kostreci is currently registered with Delta Financial Advisors, Inc.. Delta Financial Advisors, Inc. is an investment advisor registered with the SEC, located in KENSINGTON, MD. The firm provides financial planning and portfolio management for individuals and high net worth individuals. The firm has 3 investment advisor representatives. Delta Financial Advisors, Inc. manages approximately $188.8 million in assets.
Delta Financial Advisors, Inc.

10539 METROPOLITAN AVENUE

KENSINGTON, MD 20895-4015

$188.81M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Skerdi Kostreci’s Registration & Firm History

MD

06/25/2024 - Present

Delta Financial Advisors, Inc. (KENSINGTON MD)

MD

03/19/2012 - 05/28/2024

NYLIFE SECURITIES LLC (BETHESDA MD)

VA

04/05/2006 - 01/28/2012

LPL FINANCIAL LLC (ANNANDALE VA)

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Licenses & Designations

BC

Issued 05/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Skerdi Kostreci.
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