Jean M. Daley
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.
Jean Marie Daley, CFP®, who also goes by Jean Marie Deangelo, was a registered financial professional .
Jean is a previously registered financial professional and started their career in finance in 2019. Jean had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 29, 2020 - October 15, 2021
W3 WEALTH ADVISORS, LLC
September 11, 2020 - October 18, 2021
VALMARK ADVISERS, INC.
November 18, 2019 - October 18, 2021
VALMARK SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/18/2019
General Securities Representative ExaminationCurrent Firm
W3 WEALTH ADVISORS, LLC
CRD#: 129549 / SEC#:
Contact information
Red Flags
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