Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Cristina Arbaiza is a financial professional with a focus on providing investment advice. Isabel is registered with Consolidated Portfolio Review Corp. Isabel has been in the financial industry for over 10 years. Isabel provides financial planning, pension consulting, and educational seminars. Isabel is also registered to provide investment advice to businesses, individuals, and pooled investment vehicles.
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.
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2
OH
11/13/2024 - Present
Consolidated Portfolio Review Corp. (Milford OH)
IA
Issued 08/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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