Unclaimed
Antipaz Cabotaje is a financial professional with over 25 years of experience in the industry. Antipaz is currently a Registered Representative of Charles Schwab & Co., Inc. and is licensed to offer securities and investment advisory services in California. Antipaz has held various positions at firms such as TD Ameritrade, LPL Financial, and Kennedy, Cabot & Co. Antipaz has a wide range of experience in the financial services industry and holds multiple licenses, including Series 3, 7, 8, 24, 63 and SIE. Antipaz specializes in offering financial planning services and portfolio management advice.
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
AZ
03/30/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CA
12/21/2010 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
06/10/2016 - 12/31/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
08/29/2008 - 03/24/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
IL
06/28/2007 - 12/19/2007
BROKERSXPRESS LLC (CHICAGO IL)
NE
11/07/1997 - 02/10/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
09/10/1992 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
CA
05/28/1992 - 09/01/1992
GORMAN COMMODITIES, INC. (BEVERLY HILLS CA)
NA
04/14/1989 - 05/02/1989
FORTRESS SECURITIES, INC.
NA
01/11/1989 - 03/27/1989
BLINDER, ROBINSON & CO., INC.
NJ
12/20/1988 - 01/24/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
BC
Issued 08/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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