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Itai Wallach

Apollo Global Securities, LLC

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About Itai Wallach

Itai Wallach is a financial professional who has been active in the industry since September 25, 2010. Itai is currently registered with Apollo Global Securities, LLC, and holds the Series 63, SIE, and Series 79 licenses. Itai was previously registered with Barclays Capital Inc. and has been active in the state of California.

Firm Information

Itai Wallach is currently registered with Apollo Global Securities, LLC. Apollo Global Securities, LLC is a Limited Liability Company formed in 2010. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

136

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Itai Wallach’s Registration & Firm History

CA

08/27/2012 - Present

Apollo Global Securities, LLC (LOS ANGELES CA)

CA

08/12/2010 - 07/12/2012

BARCLAYS CAPITAL INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 08/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Itai Wallach.
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