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Claudia Velasco

ETC Brokerage Services, LLC

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About Claudia Velasco

Claudia Velasco is a financial advisor with ETC Brokerage Services, LLC. Claudia has been in the financial services industry for 10 years. Claudia is registered with the state of Colorado, Ohio, and Texas and holds Series 7TO, 66, SIE and Series 24 licenses. Claudia is a Registered Representative of ETC Brokerage Services, LLC.

Firm Information

Claudia Velasco is currently registered with ETC Brokerage Services, LLC. ETC Brokerage Services, LLC is a Limited Liability Company formed in May 2007. It is registered with the SEC and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Claudia Velasco’s Registration & Firm History

TX

05/13/2024 - Present

ETC Brokerage Services, LLC (Dallas TX)

TX

11/23/2020 - 05/08/2024

LPL FINANCIAL LLC (ALLEN TX)

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Licenses & Designations

BOTH

Issued 10/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Claudia Velasco.
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