Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raz? Claim Your ProfileRaz Bracha is a financial advisor with The Ameriflex Group, a firm that provides comprehensive wealth management, financial planning and investment advisory services. Raz has been in the industry since 2018 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Raz holds Series 7, 66, and SIE licenses, allowing Raz to offer a wide range of financial services. Raz's prior experience includes positions with SAGEPOINT FINANCIAL, INC. and HORNOR, TOWNSEND & KENT, LLC. In addition to Raz's role at The Ameriflex Group, Raz is also a licensed insurance agent and operates a sole proprietorship, Summit Financial & Insurance Services. Raz holds a Bachelor of Science degree in Business Administration from the University of Massachusetts Lowell.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/11/2021 - Present
THE Ameriflex Group (Brea CA)
CA
11/11/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BREA CA)
CA
09/27/2018 - 11/11/2021
HORNOR, TOWNSEND & KENT, LLC (BREA CA)
BOTH
Issued 02/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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