Isabel Arbaiza is a registered investment advisor, based in Milford, OH, with 4 years of industry experience. Isabel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5401 Dry Run Road, Milford, OH, 45150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Isabel sells life insurance as an option to clients, dedicating minimal time to this activity. She also owns IZAMI Homes LLC and assists with property acquisition, budgeting, and bookkeeping, but spends minimal time on this as well.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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