AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CD

Charlene N. Delaney

WORLD EQUITY GROUP
Melbourne, FL 32940
Some features on this profile are disabled
CRD#: 5241396
CD

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.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Charlene Nancy Delaney's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 6, 2026 - Present

WORLD EQUITY GROUP, INC.

Office #1: 3159 Alzante Circle Suite 101, Melbourne, FL 32940
RIA
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
RR
IAR
Series 66
Date: 4/24/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/18/2006
General Securities Representative Examination
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

WORLD EQUITY GROUP ADV PART II A (12/23/2025)
ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)
REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

NamePositionCRD#
WENTWORTH MANAGEMENT SERVICES, LLCOWNER
DUDAS, STEPHEN STANLEYPRESIDENT4820047
GOULD, CRAIG MICHAELCHIEF EXECUTIVE OFFICER2367293
LISHCHYNSKY, MARK JOHN JRCHIEF OPERATING OFFICER2478952
WEBB, WILLIAM DUDLEY JRCHIEF COMPLIANCE OFFICER1256777

Regulatory assets under management

Total Number of Accounts3,151
AUM (Assets Under Management)$ 944,844,374

Disclosures

Regulatory Event12

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

WORLD EQUITY GROUP, INC.

CRD#: 29087Melbourne, FL 32940

TRUST BUT VERIFY

Monitor Charlene Delaney

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Edward Krehbiel
John KrehbielAdvisorCheck Check Mark
KREHBIEL FINANCIAL LLC
IAR
Satellite Beach, FL
Jason Steven Valavanis
Jason ValavanisAdvisorCheck Check Mark
J.W. COLE FINANCIAL, INC.
RR
Melbourne, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.