Jeffrey Delone, financial advisor Malvern PA
53 score

Jeffrey Delone

CRD Number: 1790207
Current Firm: Fsc Securities Corporation

Jeffrey Delone (CRD# 1790207) is an Investment Advisor Representative working at Fsc Securities Corporation in Malvern, PA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Fsc Securities Corporation Exton, PA May 2007 - Current 9
Park Avenue Securities Blue Bell, PA Mar 2005 - May 2007 2
Guardian Life Insurance Company Blue Bell, PA May 1996 - May 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Mar 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Civil Judgement
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey W. Delone
Phone Number: 1-800-547-2382
Firm Website: http://www.fscorp.com
Registered State(s):
  • FL
  • PA
  • UT
  • IL
  • IA
  • MA
  • MT
  • NJ
By the Numbers
  • Total Assets Under Management
    5,630
    MILLIONS
  • Total Number of Accounts
    24,779
    ACCOUNTS
  • Average Account Value
    $227,192
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
53

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