Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Izella? Claim Your ProfileIzella Anderson has been in the financial industry since 2003 and is currently registered with Charles Schwab & Co., Inc.. She is a registered representative and investment advisor representative in the state of Texas and has been a registered investment advisor since 2018. Izella Anderson has held several previous positions in the financial industry at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, and Hornor, Townsend & Kent, Inc. Izella Anderson has also held other board and leadership roles, including the board of Booker T Washington High School, the Vickery Meadow District TIF Board, The Dallas Summit, and the Jonsson School Council. Izella Anderson is a Series 7 and Series 66 licensed representative.
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
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2
TX
03/30/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/28/2017 - 02/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
08/08/2016 - 04/05/2017
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
04/24/2015 - 11/03/2015
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
TX
10/20/2014 - 01/13/2015
MML INVESTORS SERVICES, LLC (ADDISON TX)
TX
09/12/2012 - 07/30/2014
MML INVESTORS SERVICES, LLC (ADDISON TX)
TX
09/13/2011 - 08/13/2012
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
10/12/2010 - 09/07/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
10/01/2008 - 07/02/2010
J.P. MORGAN SECURITIES INC. (DALLAS TX)
TX
05/18/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
TX
06/01/2006 - 10/27/2006
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
10/01/2003 - 06/03/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
GA
03/31/2003 - 09/24/2003
JACKSON SECURITIES LLC (ATLANTA GA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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