Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Pereira is a Financial Advisor with over 20 years of experience in the financial services industry. Isabel holds the Series 7, 24, and 63 licenses and is a registered representative of Blue Owl Securities. Isabel has previously held positions at UBS Financial Services Inc., Morgan Stanley, and Citigroup Global Markets Inc. Isabel’s primary focus is on providing personalized investment advice to clients, including portfolio management, retirement planning, and wealth 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.
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.
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2
NJ
01/29/2020 - Present
Blue OWL Securities (Short Hills NJ)
NJ
06/11/2014 - 01/21/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/01/2009 - 05/29/2014
MORGAN STANLEY (PURCHASE NY)
NY
10/03/2009 - 10/30/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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