AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
IR

Isaac Raboy

Some features on this profile are disabled
CRD#: 809703
IR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Isaac Raboy was a registered financial professional .

Isaac is a previously registered financial professional and started their career in finance in 1975. Isaac had worked at 8 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 24, 1987 - August 16, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 6, 1987 - September 15, 1987

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
Past

May 21, 1986 - June 2, 1986

PAMCO SECURITIES AND INSURANCE SERVICES

BD
CRD#: 11028
Past

April 28, 1983 - May 12, 1983

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

April 28, 1983 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

January 3, 1983 - August 22, 1983

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

November 15, 1978 - June 23, 1980

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

July 30, 1976 - August 1, 1978

SUTRO & CO. INCORPORATED

BD
CRD#: 801
Past

July 1, 1975 - September 4, 1976

STERN, FRANK, MEYER & FOX, INCORPORATED

BD
CRD#: 790

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IR
INTEGRATED RESOURCES EQUITY CORPORATION
INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403 / SEC#: , 8-15459

BD
Terminated by FINRA on 06/19/1991
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/25/1969
Firm type
Corporation
Fiscal year end
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

TRUST BUT VERIFY

Monitor Isaac Raboy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics