Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Ygal Iny is a financial advisor currently registered with Next Financial Group, Inc. located in Woodland Hills, CA. Isaac has been in the financial industry since March 7, 1994. Isaac holds licenses for both securities and investment advisory activities. In addition to financial advisory services, Isaac has experience in insurance sales.
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.
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.
Seminar/workshop attendance fees
1
2
CA
06/12/2018 - Present
Next Financial Group, Inc. (WOODLAND HILLS CA)
MO
07/01/2003 - 03/19/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/17/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/06/1995 - 03/04/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
04/27/1994 - 01/31/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
02/28/1994 - 04/13/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
CA
02/14/1994 - 02/23/1994
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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