Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Enrique Stolar is a financial advisor in Dallas, TX. Isaac is a registered representative of Gallagher Fiduciary Advisors, LLC and has been in the industry since 2012. Isaac currently holds Series 63, 66, 7, and SIE securities licenses. Isaac has experience working with individuals, corporations, and other entities, including pension and profit-sharing plans, and has a track record of success in helping clients achieve their financial goals.
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.
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.
See schedule d misc. for explanation
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.
1
2
TX
04/21/2022 - Present
Gallagher Fiduciary Advisors, LLC (Dallas TX)
TX
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Dallas TX)
TX
07/19/2019 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Dallas TX)
TX
09/13/2017 - 05/23/2019
PNC FUNDS DISTRIBUTOR, LLC (Dallas TX)
TX
10/02/2012 - 08/18/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 10/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Isaac Stolar is the right advisor for you? Invested Better is here to help.
