Ixy Beltran
LPL Registered Client Relations and Operations Director
Ixy joined Trax Wealth Management in May 2018. She previously worked in the Private Client division of a diversified bank holding company for over 6 years in which she attained several roles. Ixy has progressed in the field of finance as she understands the importance of continuous learning and self-development. Now, Ixy is the Client Relations and Operations Director at Trax Wealth Management and holds Securities license Series 6, Series 7, and Series 63 through LPL Financial along with her California Life Insurance license.
Ixy is an avid donor for dog rescues in San Diego and Mexico which focus on rehabilitating and rehoming dogs that have been saved from unfortunate circumstances.
Outside of work Ixy enjoys traveling, movies, and spending time with her Australian Shepherd, Luna & Chocolate Lab, Copper.
CA Insurance License No. #4210296
