Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delacy? Claim Your ProfileDelacy Watts is a financial advisor currently registered with U.S. Bancorp Investments, Inc. located in Simi Valley, CA. Delacy has been in the financial industry since 2015. Prior to joining U.S. Bancorp Investments, Inc., Delacy was previously registered with LPL Financial LLC, BancWest Investment Services, Inc., Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Delacy holds Series 7TO, Series 6, Series 63 and Series 66 licenses. Delacy specializes in providing financial planning, portfolio management for businesses and individuals and publication of periodicals services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
07/26/2024 - Present
U.s. Bancorp Investments, Inc. (Simi Valley CA)
CA
07/19/2023 - 08/09/2024
LPL FINANCIAL LLC (NORTHRIDGE CA)
AZ
08/24/2022 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)
CA
05/08/2018 - 08/18/2022
WELLS FARGO CLEARING SERVICES, LLC (VAN NUYS CA)
CA
07/06/2015 - 01/17/2018
J.P. MORGAN SECURITIES LLC (WOODLAND HILLS CA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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