Individual Firm
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MICHAEL DAVID IZBOTSKY
CRD#: 6403831
IA
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FROM PLANNING TO LIVING LLCCRD#: 298471 LOS ANGELES, CA
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Disclosures
9
Years of Experience
View By:
State Registrations
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California 9/4/2018
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| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/22/2018 - 07/12/2018 | MANHATTAN BEACH, CA | |
B | 01/22/2018 - 07/12/2018 | MANHATTAN BEACH, CA | |
IA | 03/25/2017 - 01/23/2018 | LOS ANGELES, CA | |
B | 03/25/2017 - 01/23/2018 | LOS ANGELES, CA | |
IA | 07/06/2015 - 03/25/2017 | LOS ANGELES, CA | |
B | 05/20/2015 - 03/25/2017 | LOS ANGELES, CA |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.