Israel
Velasquez
Deutsche Bank Securities Inc
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About this Advisor
Israel Velasquez is a financial advisor working in Los Angeles, California with a total of 15 years of industry experience. Velasquez is currently employed by Deutsche Bank Securities Inc. Over the course of their career, they have held roles at Deutsche Bank National Trust Company (An Affiliate Of Dbsi) and Deutsche Bank Securities Inc. Velasquez holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in California. Deutsche Bank Securities Inc is a registered investment company operating out of New York, NY. The company has a total of 1,585 employees. It has $21 million in assets across its 15 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 15 client accounts, 47% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a diverse array of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and security rating services. Financial advisory fees usually are based on which services the firm provides the client. Fee types billed by Deutsche Bank Securities Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Deutsche Bank Securities Inc Brokerage Details
$21,348,952
1,585
15
$1,423,263
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Israel Velasquez Work History
Israel has been registered as a financial advisor for 15 years.*
Deutsche Bank Securities Inc
Deutsche Bank Securities Inc
Deutsche Bank National Trust Company (An Affiliate Of Dbsi)
Deutsche Bank Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Israel Velasquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Deutsche Bank Securities Inc
New York, NY
Jacksonville, FL
New York, NY
Los Angeles, CA
Miami, FL
New York, NY
Jacksonville, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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