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Traci Jean Diblasio

First Citizens Investor Services, Inc.

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About Traci Jean Diblasio

Traci Jean Diblasio is a financial advisor with over 20 years of experience in the industry. Traci currently works at First Citizens Investor Services, Inc. based in Weaverville, NC, and is registered with FINRA and the state of NC. Traci has held previous roles at WELLS FARGO CLEARING SERVICES, LLC, KEY INVESTMENT SERVICES LLC, and MCDONALD INVESTMENTS INC. Traci specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Traci holds Series 66, Series 7, and SIE licenses.

Firm Information

Traci Diblasio is currently registered with First Citizens Investor Services, Inc.. First Citizens Investor Services, Inc. is a Corporation formed in 1994 with its main office located in Raleigh, North Carolina. The firm offers a range of advisory services including financial planning, selection of other advisors, and portfolio management for individuals and businesses. First Citizens Investor Services, Inc. manages approximately $1.73 billion in regulatory assets under management for a diverse clientele, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
First Citizens Investor Services, Inc.

8540 COLONNADE CENTER DRIVE

RALEIGH, NC 27615

$1.73B

Assets Under Management

Not reported

Total Clients

574

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Traci Diblasio’s Registration & Firm History

NC

03/12/2018 - Present

First Citizens Investor Services, Inc. (Weaverville NC)

NC

10/02/2007 - 03/13/2018

WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)

OH

01/18/2006 - 05/09/2007

KEY INVESTMENT SERVICES LLC (BOWLING GREEN OH)

OH

02/27/2001 - 01/18/2006

MCDONALD INVESTMENTS INC. (BOWLING GREEN OH)

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Licenses & Designations

BOTH

Issued 04/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Traci Jean Diblasio.
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