Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Alexander Kot is a financial advisor with Avantax Advisory Services. Isaac has been in the financial industry since January 26, 2004. Isaac holds the Series 63, Series 65, Series 7, and SIE licenses. Isaac's primary office is located in Dallas, Texas, but he also services clients in Woburn, Massachusetts. Isaac's previous firm was LINSCO/PRIVATE LEDGER CORP.. Isaac specializes in financial planning, portfolio management, and pension consulting. Isaac also provides services to a variety of client types, including individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
04/30/2007 - Present
Avantax Advisory Services (DALLAS TX)
SC
02/28/2002 - 09/27/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 01/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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