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Dalia Izzy

THE Leaders Group, Inc.

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About Dalia Izzy

Dalia Izzy is a financial advisor with The Leaders Group, Inc. based in Littleton, CO. Dalia has been in the industry since October 2021 and holds the Series 63, Series 6TO, and SIE licenses. Dalia is currently registered with the state of Indiana. Previously, Dalia Izzy was with J.P. Morgan Securities LLC.

Firm Information

Dalia Izzy is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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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Dalia Izzy’s Registration & Firm History

CO

06/07/2023 - Present

THE Leaders Group, Inc. (LITTLETON CO)

IN

10/11/2021 - 05/18/2023

J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 10/25/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dalia Izzy.
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