Unclaimed
Digna Velasco is a financial professional with over 15 years of experience in the industry. Digna has a Series 7, Series 63, and SIE licenses. Digna currently works at Alliance-One Investments, LLC. Digna has also worked at E*TRADE SECURITIES LLC and Ameriprise Financial Services, Inc. Digna is registered with FINRA.
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.
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.
1
2
OK
03/20/2024 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NA
04/29/2008 - 10/08/2021
E*TRADE SECURITIES LLC (Makati City )
NA
01/30/2007 - 12/06/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MAKATI CITY 1226 )
BC
Issued 02/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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