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Isaac Che

Zions Direct, Inc.

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About Isaac Che

Isaac Che is a financial professional registered with Zions Direct, Inc. Isaac has been in the industry since April 2023. Isaac holds the Series 63, Series 79TO and SIE licenses. Isaac is registered in 52 states, including California where they are located.

Firm Information

Isaac Che is currently registered with Zions Direct, Inc.. Zions Direct, Inc. is a Corporation that was formed on February 7, 1986. It is registered in all 50 states, the District of Columbia, and Puerto Rico. The firm has been involved in 4 Regulatory Events and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Isaac Che’s Registration & Firm History

CA

04/28/2023 - Present

Zions Direct, Inc. (El Segundo CA)

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Licenses & Designations

BC

Issued 12/31/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Che.
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