Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac W. Monkiewicz is an investment advisor representative with Fidelity Personal and Workplace Advisors. Isaac has been registered with the Securities and Exchange Commission (SEC) for 2 years. Isaac previously worked at Morgan Stanley and E*TRADE Securities LLC. Isaac has a Series 63, Series 66, Series 7TO, and SIE licenses. Isaac is registered to offer securities in 52 states and 2 territories. Isaac specializes in providing investment advice to individuals, families, and businesses. Isaac is committed to helping clients achieve their financial goals.
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
SC
08/02/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE SC)
UT
01/19/2023 - 06/09/2023
MORGAN STANLEY (Sandy UT)
UT
06/05/2021 - 06/09/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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