Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delicia? Claim Your ProfileDelicia Nicole Britton is a financial advisor who has been working in the industry since 2015. She is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. Delicia Britton has a wide range of experience in the financial services industry and is licensed to sell securities in multiple states. Delicia Nicole Britton has been associated with several firms prior to her current employment with Morgan Stanley including CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/18/2020 - Present
Morgan Stanley (Dallas TX)
TX
09/14/2018 - 03/12/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
11/21/2014 - 08/21/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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