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Izabel Angelova Angelova

Schwab Wealth Advisory, Inc.

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About Izabel Angelova Angelova

Izabel Angelova is an investment advisor representative registered with Schwab Wealth Advisory, Inc., in Orlando, Florida. Izabel has been in the securities industry since 2013. She has Series 7 and 63 licenses as well as the Series 65 and SIE licenses. Izabel has experience with Ameriprise Financial Services, LLC and KESTRA INVESTMENT SERVICES, LLC. Izabel Angelova is currently registered in 53 states, the District of Columbia, Puerto Rico and the Virgin Islands, as well as Texas, where she is a resident. Izabel Angelova's specializations include portfolio management for individuals, portfolio management for businesses, and financial planning.

Firm Information

Izabel Angelova is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Izabel Angelova’s Registration & Firm History

FL

12/03/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

12/03/2020 - 09/21/2021

KESTRA INVESTMENT SERVICES, LLC (Winter Park FL)

FL

12/05/2018 - 08/18/2020

AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)

FL

07/29/2013 - 11/29/2018

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 04/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Izabel Angelova Angelova.
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