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 a financial advisor with Charles Schwab & CO., Inc. located in Lone Tree, CO. Izabela has over 20 years of experience in the financial services industry. Izabela has a wide range of experience, having worked with several firms in the past, including ALPS DISTRIBUTORS, INC., FTAM FUNDS DISTRIBUTOR, INC., COLUMBIA MANAGEMENT DISTRIBUTORS, INC., and MULTI-FINANCIAL SECURITIES CORPORATION. Izabela is registered with the state of Colorado as a broker-dealer and an investment advisor. Izabela offers a variety of services, including financial planning, portfolio management, and selection of other advisors. Izabela has passed several industry exams, including Series 6, 7, 24, 63, and 65. Izabela is dedicated to helping her clients reach their financial goals.
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 04/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2010
Series 4 - Registered Options Principal Examination
BC
Issued 09/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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