Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Delzingaro is an investment advisor representative at First Command Advisory Services, a company that manages over $22 billion in assets. Dan has been in the financial services industry since 2022. Dan holds the Series 66, 7TO, and SIE licenses. Dan has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Dan provides financial planning and portfolio management services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
10/01/2024 - Present
First Command Advisory Services (Indian Harbour Beach FL)
BOTH
Issued 04/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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