Isabel Arbaiza
CRD Number: 7470273Current Firm: United Planners' Financial Services Of America A Limited Partner
Isabel Arbaiza (CRD# 7470273) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Milford, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Mar 2022 - Current | 2 |
| Isabel C Arbaiza | Loveland, OH | Oct 2017 - Current | 6 |
| Eagle Financial Services | Eastgate, OH | Nov 2014 - Feb 2022 | 7 |
| The Cheesecake Factory | Cincinnati, OH | Jan 2011 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- OH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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