Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Itzak? Claim Your ProfileItzak Beleche-gonzalez is a registered investment advisor representative with Charles Schwab & Co., Inc. Itzak is located in the Carmel branch of the firm. Itzak's registration with the firm started in December 2024. Itzak has a Series 66, Series 7TO, and SIE license and is currently registered in 10 states: Arizona, California, Florida, Nevada, North Carolina, Oregon, Texas, and Washington. Itzak has over 4 years of experience in the securities industry.
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
1
2
CA
12/02/2024 - Present
Charles Schwab & CO., Inc. (Carmel CA)
BOTH
Issued 03/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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