CD
Charlene N. Delaney
WORLD EQUITY GROUP
Melbourne, FL 32940
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CRD#: 5241396
CD
Charlene Nancy DelaneyWORLD EQUITY GROUP
Professional summary
Charlene Nancy Delaney, who also goes by Charlene Nancy Jensen, Charlene Nancy Wood None, is a registered financial professional currently at WORLD EQUITY GROUP, INC. located in Melbourne, Florida.
Charlene is registered as a RR (Registered Representative) and started their career in finance in 2006. Charlene has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Charlene Nancy Jensen | Charlene Nancy Wood None
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.
Securities America Advisors Position: Registered Financial Administrator Nature: Advisory Investment Related: Yes Hours: 1 Securities Trading Hours: 1 Start Date: 02/15/2019 Address: 182 Barton Blvd, Rockledge FL 32955 Insurance Sales Position: Insurance Agent Nature: Insurance Sales Investment Related: Yes Hours: 5 Securities Trading Hours: 5 Start Date: 02/15/2019 Address: 182 Barton Blvd, Rockledge FL 32955 GUARDIAN AD LITEM POSITION: Volunteer NATURE: Florida Guardian ad Litem Volunteer. Representing Florida's Abused, Neglected, and Abandoned Children in the Courtroom and the Community. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2021 ADDRESS: 2831 Eldron Blvd. SE Palm Bay Florida 32909 DESCRIPTION: Guardian ad Litem volunteers bring a community-based, common-sense perspective to cases. They visit children regularly to understand their circumstances, wishes, and needs and explain the process so they can understand. Volunteers are supported and supervised by certified Child Advocate Managers who help them navigate the complex dependency system. In addition, Guardian ad Litem Attorneys provide essential legal counsel, attend hearings and depositions, negotiate outside the courtroom, and take on appeals. COY SERVICES INC. POSITION: Independent Contractor NATURE: Medical Billing Company INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2023 ADDRESS: 13963 78th Pl N, West Palm Beach FL 33412 DESCRIPTION: Clerical - Medical billing data entry. MILLER & HURT FINANCIAL GROUP DBA MILLER & HURT WEALTH ADVISORS POSITION: Registered Financial Administrator NATURE: Financial Planning firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/05/2018 ADDRESS: 182 Barton Blvd., Suite A, Rockledge FL 32955, United States DESCRIPTION: Administrative, paperwork, answering phones etc.
CRS (Client Relationship Summary) - BD
Click below to view Charlene Nancy Delaney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 6, 2026 - Present
WORLD EQUITY GROUP, INC.
Office #1: 3159 Alzante Circle Suite 101, Melbourne, FL 32940RIA
BD
CRD#: 29087
Melbourne, FL
Past
June 14, 2024 - September 16, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ROCKLEDGE, FL
Past
June 14, 2024 - September 16, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
ROCKLEDGE, FL
Past
February 15, 2019 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ROCKLEDGE, FL
Past
February 8, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ROCKLEDGE, FL
Past
October 23, 2009 - February 8, 2019
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
ROCKLEDGE, FL
Past
October 12, 2009 - February 8, 2019
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
ROCKLEDGE, FL
Past
January 1, 2008 - September 28, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MELBOURNE, FL
Past
January 1, 2008 - September 28, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MELBOURNE, FL
Past
April 26, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
MELBOURNE, FL
Past
December 19, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
MELBOURNE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
CRD#: 29087 / SEC#: 801-56328, 8-44088
RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(5/6/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WE
WORLD EQUITY GROUP, INC.
COMPASS ASSET MANAGEMENT | WORLD EQUITY GROUP, INC. | UNITED FINANCIAL GROUP INC. | PRAXIS WEALTH MANAGEMENT | MIDWAY WEALTH PARTNERS | MARTIN JAMES INVESTMENT & TAX MANAGEMENT LLC | INFINITY WEALTH MANAGEMENT, LLC | FOUR POINTS ADVISORY
CRD#: 29087 / SEC#: 801-56328, 8-44088
RIA
Registered Investment Advisory firm - SEC (3/26/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
425 N Martingale Road Suite 1220, Schaumburg, IL 60173
Mailing Address
425 N Martingale Road Suite 1200, Schaumburg, IL 60173
Phone number
(847) 342-1700
Established
Illinois since 09/13/1991
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
170
SEC notice filing (51 States and Territories)
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,151 |
| AUM (Assets Under Management) | $ 944,844,374 |
Disclosures
| Regulatory Event | 12 |
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.
