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Nicolas R Delyon

from Granite Bay, CA
Age ~39
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Related to:
Jennifer J Wyncoop, 49Lillian DelyonCambria N Garrett, 38Dennis P Hegoas, 72Natalie M Delyon, 43Tanya R Hegoas, 67Katie M Delyon, 39Maurice A DelyonEugene A Delyon, 72Michele T Rousseau, 73Patrice L Delyon, 72Brandon Hegoas, 37
Connected to:
Bernard A Delyon, 69Alishea R Delys, 47Eddy J Delyser, 69Annamarie M Delzangle, 68Haley K Delzani, 37Karey Delzeith, 38William A Delzeith, 71Amy B Delzell, 73Brigitte A Delzell, 69Emily Delzell, 49

Nicolas Delyon Phones & Addresses

  • Granite Bay, CA
  • Rocklin, CA
  • San Francisco, CA

Resumes

Resumes

Nicolas Delyon Photo 1

Financial Advisor / Partner At Delyon Wealth Management - Wells Fargo Advisors Financial Network Llc

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Position:
Financial Advisor / Partner at Delyon Wealth Management - Wells Fargo Advisors FiNet
Location:
Rocklin, California
Industry:
Financial Services
Work:
Delyon Wealth Management - Wells Fargo Advisors FiNet - Rocklin, CA since May 2011
Financial Advisor / Partner
Ostrofe Financial Consultants - Grass Valley Jan 2010 - May 2011
Client Service Associate
Paramount Equity Mortgage Nov 2008 - Nov 2009
Account Manager
Fisher Investments Jun 2007 - Dec 2007
Account Executive
Education:
University of San Francisco
Finance, Business Administration Chamber Leadership
Skills:
Financial Planning
Retirement Income Planning
Portfolio Management
Risk Management
Asset Allocation
Cash Flow Management
Retirement Planning
Strategic Financial Planning
Interests:
Family, Fishing, Hunting, Snowboarding, Baseball, Football, Boating
Certifications:
Series 7, FINRA
Series 63, FINRA
CA Life and Health Agent, CA Department of Insurance
Series 65, FINRA
Nicolas Delyon Photo 2

Owner - Private Wealth Manager

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Location:
7125 Robin Hood Way, Granite Bay, CA 95746
Industry:
Financial Services
Work:
Delyon Wealth Management - Wells Fargo Advisors FiNet - Rocklin, CA since May 2011
Financial Advisor / Partner
Ostrofe Financial Consultants - Grass Valley Jan 2010 - May 2011
Client Service Associate
Paramount Equity Mortgage Nov 2008 - Nov 2009
Account Manager
Fisher Investments Jun 2007 - Dec 2007
Account Executive
Education:
University of San Francisco
Finance, Business Administration Chamber Leadership
Skills:
Investment Planning
Retirement Income Planning
Portfolio Analysis
Risk Management
Asset Allocation
Cash Flow Management
Retirement Planning
Wealth Preservation Planning
Finance
Investments
Financial Services
Estate Planning Strategies
Management
Financial Advisory
Mutual Funds
Financial Analysis
Insurance
Interests:
Family
Boating
Football
Snowboarding
Baseball
Hunting
Fishing
Certifications:
Series 7
Series 63
License 0H48230
Series 65
Series 24
Financial Industry Regulatory Authority (Finra)
Ca Department of Insurance, License 0H48230

Business Records

Name / Title
Company / Classification
Phones & Addresses
Nicolas R. Delyon
Managing
Delyon Wealth Management
Management Services Investment Advisory Service · Business Financial Services Financial Pl
6801 5 Star Blvd, Rocklin, CA 95677
2390 Professional Dr, Roseville, CA 95661
(916) 624-2000
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Nicolas R Delyon from Granite Bay, CA, age ~39 Get Report