Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Valle Macias is a financial advisor at Charles Schwab & CO., Inc. Ismael has been in the financial industry since 2022. Ismael has a Series 7TO, Series 66, and SIE license. Ismael is registered in all 50 states and the District of Columbia. Ismael also holds the Certified Financial Planner designation. Ismael specializes in financial planning and providing advice to clients on a variety of investment products.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
09/16/2022 - Present
Charles Schwab & CO., Inc. (Sunnyvale CA)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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