Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gaelle? Claim Your ProfileGaelle Isrow is an investment advisor representative with Fidelity Personal And Workplace Advisors. Gaelle has been working in the securities industry since 2009. Gaelle is registered with the state of Florida as an Investment Advisor Representative. Gaelle is also registered with the state of Texas as an Investment Advisor Representative. Gaelle has passed the Series 6, 7, and 66 exams. Gaelle has previously worked for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Wells Fargo Advisors, LLC, J.P. MORGAN SECURITIES LLC, and Chase Investment Services Corp.
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.
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
FL
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
10/26/2020 - 02/11/2021
PNC INVESTMENTS (DELRAY BEACH FL)
FL
10/01/2014 - 01/09/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOCA RATON FL)
FL
05/17/2013 - 09/17/2014
WELLS FARGO ADVISORS, LLC (DELRAY BEACH FL)
FL
10/01/2012 - 04/12/2013
J.P. MORGAN SECURITIES LLC (CORAL SPRINGS FL)
FL
10/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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