Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itxel? Claim Your ProfileItxel Delucy is a financial advisor with First Command Advisory Services. Itxel has been in the industry since 2023 and has Series 63, 65, and 6TO licenses. They have experience working with high-net-worth individuals, corporations, and charitable organizations. Itxel also has experience working for First Command Brokerage Services and First Command Insurance Services. Itxel specializes in providing financial planning and portfolio management 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.
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.
1
2
VA
02/22/2024 - Present
First Command Advisory Services (Newport News VA)
IA
Issued 11/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Itxel Delucy is the right advisor for you? Invested Better is here to help.
