Unclaimed
Alejandro Izarraraz is a financial professional with over 20 years of experience in the industry. Alejandro has a broad range of experience, having worked with several firms, including USAA Financial Advisors, Inc., FSC Securities Corporation, and LPL Financial LLC. Currently, Alejandro is a Registered Representative with Charles Schwab & Co., Inc. and provides investment advice and services to a wide range of clients. Alejandro's experience and dedication to his clients make him a valuable resource for those seeking financial guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
TX
01/30/2015 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
CA
05/07/2013 - 10/02/2014
FSC SECURITIES CORPORATION (LONG BEACH CA)
SC
05/29/2009 - 05/23/2013
LPL FINANCIAL LLC (FORT MILL SC)
CA
08/06/2007 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTH GATE CA)
CA
08/08/2006 - 08/06/2007
WELLS FARGO INVESTMENTS, LLC (ANAHEIM CA)
CA
06/21/2001 - 07/24/2006
WM FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 12/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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