Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Angelina Barrow is an investment advisor representative with Edelman Financial Engines, located in Alexandria, VA. Isabel is also registered in Texas. She has been a registered investment advisor for over 20 years and has experience in various firms such as Sanders Morris Harris LLC, EF Legacy Securities, LLC and Morgan Stanley DW Inc. Isabel has passed several securities exams including Series 66, Series 10, Series 9, Series 31, and Series 7. Her specialties include financial planning, pension consulting and portfolio management.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (ALEXANDRIA VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
VA
05/07/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ALEXANDRIA VA)
VA
05/23/2005 - 05/07/2013
FIDELITY BROKERAGE SERVICES LLC (ALEXANDRIA VA)
NY
01/08/2002 - 03/21/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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