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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Lee Sanchez is an Investment Advisor Representative who is currently registered with McGowan Group Asset Management, Inc.. Ismael Lee Sanchez is a licensed Investment Advisor Representative in the state of Texas. Ismael Lee Sanchez has been in the financial services industry for over 20 years. Previous employment includes SPIRE SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WFG INVESTMENTS, INC., 1ST GLOBAL CAPITAL CORP., H.D. VEST INVESTMENT SERVICES, PRESIDIO FINANCIAL SERVICES, INC., SALOMON SMITH BARNEY INC. and CITICORP INVESTMENT SERVICES. Ismael Lee Sanchez has experience in providing financial advice to individuals, businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/17/2014 - Present
McGowan Group Asset Management, Inc. (DALLAS TX)
TX
05/30/2014 - 12/31/2014
SPIRE SECURITIES, LLC (DALLAS TX)
TX
01/17/2014 - 06/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
08/29/2011 - 06/25/2013
WFG INVESTMENTS, INC. (DALLAS TX)
TX
06/26/2007 - 08/23/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
10/27/2004 - 06/12/2007
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
01/28/2003 - 10/20/2004
PRESIDIO FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NY
07/07/1999 - 02/07/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/24/1997 - 05/22/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 02/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/20/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/20/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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