Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Izabela? Claim Your ProfileIzabela Sadeghi is an active investment advisor representative who has been in the industry since 1999. Izabela has been registered with Charles Schwab & Co., Inc. since 2014. Before joining Charles Schwab, Izabela was registered with various firms, including ALPS Distributors, Inc., FTAM Funds Distributor, Inc., Columbia Management Distributors, Inc., and Multi-Financial Securities Corporation. Izabela has a wide range of experience in the financial industry and holds several licenses and certifications, including Series 4, Series 6, Series 7, Series 24, and Series 63. Izabela offers a variety of services to her clients, including financial planning and selection of other advisors. Izabela is committed to providing her clients with the best possible advice and service.
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
CO
09/04/2014 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
06/14/2006 - 08/13/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
12/21/2007 - 02/03/2010
FTAM FUNDS DISTRIBUTOR, INC. (DENVER CO)
CO
03/08/2002 - 05/18/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
CO
06/28/1999 - 12/21/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IA
Issued 4/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/22/2010
Series 4 - Registered Options Principal Examination
BC
Issued 9/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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