Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Isaacs is a financial advisor currently registered with Equity Services, Inc. based in Merritt Island, FL. Ira has been in the industry since 1992 and holds several licenses and certifications, including Series 7, 6, 63, 65, and 24. Ira also has a background in insurance and holds licenses to sell insurance products. Ira is a Chartered Financial Consultant (ChFC) and works with a variety of clients, including individuals, families, and businesses. The advisor specializes in financial planning, portfolio management, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
02/26/2016 - Present
Equity Services, Inc. (MERRITT ISLAND FL)
MA
11/13/1992 - 04/11/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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