Unclaimed
Izabele Bukauskaite is a financial professional registered with Charles Schwab & Co., Inc. in Atlanta, Georgia. Izabele holds the Series 63, Series 6TO, and SIE licenses. Izabele has prior experience with J.P. MORGAN SECURITIES LLC.
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
GA
08/25/2023 - Present
Charles Schwab & CO., Inc. (Atlanta GA)
GA
06/21/2021 - 10/12/2021
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BC
Issued 07/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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