Denise DelaneyCRD Number: 7124712
Current Firm: Edward Jones
Denise Delaney (CRD# 7124712) is an Investment Advisor Representative working at Edward Jones in Aurora, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Edward Jones||St Louis, MO||Sep 2022 - Current||< 1|
|Bank Of America Na||Lisle, IL||Jul 2019 - Sep 2022||3|
|Merrill Lynch Pierce Fenner & Smith Inc.||Naperville, IL||May 2019 - Sep 2022||3|
|Bank Of America, N.a.||Geneva, IL||Feb 2005 - May 2019||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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, WY
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