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Itzbell Annette Branca

Barings Securities LLC

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About Itzbell Annette Branca

Itzbell Annette Branca has been in the securities industry since May 2000. Currently, Itzbell is registered with Barings Securities LLC in Charlotte, North Carolina. Itzbell has also been previously registered with LPL Financial LLC, UVEST Financial Services Group, Inc., E*TRADE Securities LLC and Harrisdirect LLC. Itzbell is licensed in the following states: North Carolina, Massachusetts.

Firm Information

Itzbell Branca is currently registered with Barings Securities LLC. Barings Securities LLC, established in 2011, is a Limited Liability Company headquartered in the United States. The firm is registered with the SEC and holds licenses in all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Itzbell Branca’s Registration & Firm History

NC

09/04/2019 - Present

Barings Securities LLC (CHARLOTTE NC)

SC

05/16/2011 - 08/23/2019

LPL FINANCIAL LLC (FORT MILL SC)

NC

08/08/2007 - 04/24/2012

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NC

03/08/2006 - 08/06/2007

E*TRADE SECURITIES LLC (CHARLOTTE NC)

NJ

04/24/2000 - 03/08/2006

HARRISDIRECT LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 02/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2009

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/05/2005

Series 4 - Registered Options Principal Examination

BC

Issued 02/26/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Itzbell Annette Branca.
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