Christopher Deleon
Professional summary
Christopher Deleon, who also goes by Chris Deleon, Christopher Lorenzo Deleon, Dels Deleon, is a registered financial advisor currently at PLANDEAVOR located in Miami, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 4 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Deleon's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2026 - Present
PLANDEAVOR
April 16, 2024 - October 8, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 6, 2023 - November 10, 2023
SEI INVESTMENTS MANAGEMENT CORP
September 6, 2023 - November 10, 2023
SEI INVESTMENTS DISTRIBUTION CO.
October 12, 2019 - July 14, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2026)
Exams
Series 7TO
Date: 7/5/2023
General Securities Representative ExaminationSeries 6TO
Date: 10/12/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
PLANDEAVOR
CRD#: 331046 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 1,812,000 |
Red Flags
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