Unclaimed
Eileen Isola is a financial professional with over 25 years of experience in the financial services industry. Eileen has held principal and representative positions at several firms including BNP Paribas Securities Corp., Barclays Capital Inc., BT Alex. Brown Incorporated, and BT Brokerage Corporation. Eileen is currently registered with Citigroup Global Markets Inc. as a Registered Representative and Investment Advisor Representative. Eileen has a broad range of experience in securities, investment banking, and operations. Eileen's current role at Citigroup Global Markets Inc. focuses on providing investment advice to individuals, corporations, and institutional clients.
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.
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.
Asset allocation advice
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.
1
2
NY
02/01/2022 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/12/2004 - 12/02/2020
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
11/09/1999 - 04/19/2004
BARCLAYS CAPITAL INC. (NEW YORK NY)
MD
06/05/1997 - 11/22/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NY
08/24/1993 - 10/19/1999
BT BROKERAGE CORPORATION (NEW YORK NY)
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1997
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/25/1993
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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