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Norma A. Delacerna

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CRD#: 1129304
ND

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Norma Angeline Delacerna, who also goes by Norma Angeline De La Cerna, Norma Tolbert, was a registered financial advisor .

Norma is a previously registered financial advisor and started their career in finance in 1983. Norma had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Norma Angeline De La Cerna | Norma Tolbert

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 31, 2004 - April 23, 2012

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
LAS VEGAS, NV
Past

July 8, 2004 - November 1, 2012

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
LAS VEGAS, NV
Past

June 18, 2001 - July 8, 2004

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

September 16, 1987 - December 31, 2000

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BOSTON, MA
Past

June 2, 1987 - January 19, 1988

DESIGN STRATEGIES, INC.

BD
CRD#: 17435
Past

February 2, 1987 - July 16, 1987

SINGER & COMPANY SECURITIES, INC.

BD
CRD#: 6889
Past

March 29, 1985 - September 12, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

July 2, 1983 - March 27, 1985

WADDELL & REED

BD
CRD#: 866

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


LA
LEGEND ADVISORY, LLC
FREEMARK INVESTMENT MANAGEMENT | THE LINCOLN INVESTMENT COMPANIES | THE LEGEND GROUP | LEGEND ADVISORY, LLC | LEGEND ADVISORY CORPORATION | LEGEND ADVISORY CORP | LEGEND ADVISORY

CRD#: 104761 / SEC#: 801-13887

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Contact information


Main Address
4600 East Park Drive Suite 300, Palm Beach Gardens, FL 33410-4258
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

LEGEND ADVISORY, LLC FORM ADV PART 2A BROCHURE (3/29/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LEGEND ADVISORY, LLC

CRD#: 104761

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