Unclaimed
Blenda Fay Ison is a financial professional with over 29 years of experience in the financial services industry. Blenda is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in multiple states. Blenda specializes in providing financial planning services to individuals, businesses, and institutions. Blenda has a strong track record of success in helping clients achieve their financial goals. Blenda has worked with various firms throughout her career, including Securities America, Inc., KMS Financial Services, Inc., Independent Financial Group, LLC, and Voya Financial Advisors, Inc. Blenda is committed to providing her clients with the highest level of service and expertise.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
OR
06/14/2024 - Present
Osaic Wealth, Inc. (Portland OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Portland OR)
OR
08/22/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Portland OR)
OR
07/13/2016 - 08/26/2016
INDEPENDENT FINANCIAL GROUP, LLC (Wilsonville OR)
OR
01/01/2004 - 07/13/2016
VOYA FINANCIAL ADVISORS, INC. (PORTLAND OR)
IA
06/25/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
01/26/2000 - 04/05/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
02/23/1998 - 12/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CT
10/01/1995 - 12/31/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
03/10/1994 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
BC
Issued 04/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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