Unclaimed
Ismail Aboukar is a registered representative of Vanguard Advisers, Inc. Ismail has been in the financial services industry since 2019 and has a Series 7, Series 63 and Series 66 license. Ismail has previous experience at Robinhood Financial, LLC and TD Ameritrade, Inc. Ismail holds a Bachelor of Science degree from the University of Texas at Arlington and is a member of the Financial Industry Regulatory Authority (FINRA). Ismail's focus is on providing investment advice to individuals and businesses.
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.
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.
1
2
TX
03/24/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
MO
07/30/2021 - 12/09/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
TX
03/04/2021 - 04/12/2021
ROBINHOOD FINANCIAL, LLC (Southlake TX)
TX
04/04/2019 - 01/29/2021
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 03/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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