Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Ray Whitmore is a financial advisor with over 20 years of experience in the industry. Isaac is currently registered with Fidelity Personal And Workplace Advisors. Isaac has been registered with this firm since 2020 and has also previously been registered with firms such as TD Ameritrade, E*TRADE Securities LLC, Dean Witter Reynolds Inc., and Fortis Investors, Inc. Isaac holds Series 6, 7, 63, 65, and 66 licenses and has passed the SIE exam. Isaac offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
1
2
GA
02/10/2020 - Present
Fidelity Personal AND Workplace Advisors (DUNWOODY GA)
GA
01/09/2004 - 01/31/2020
TD AMERITRADE, INC. (ATLANTA GA)
NJ
11/17/2000 - 04/15/2003
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
04/19/2000 - 10/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
12/07/1999 - 02/03/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 04/26/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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