Unclaimed
Israel Chavez is a financial advisor registered with the state of Virginia and Florida. Israel works with Florida Financial Advisors, LLC, and their office is located in Vienna, VA. Israel has been a financial advisor since March 2024. Israel works with individuals and high net worth individuals.
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.
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.
2% of net worth or assets for financial planning clients
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VA
03/11/2024 - Present
Florida Financial Advisors, LLC (Vienna VA)
BC
Issued 04/30/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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