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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Duchemin is a financial advisor who has been in the industry since 2010. Isabel has been registered with UBS Financial Services Inc. since July 2024 and previously worked at CITI PRIVATE ALTERNATIVES, LLC and CITIGROUP GLOBAL MARKETS INC. Isabel has a broad range of experience in the financial industry, including working for Societe Generale Corporate and Investment Bank in both Paris and Hong Kong. Isabel has a strong educational background and holds the Series 6, 7, 66, and SIE licenses. Isabel's expertise is in providing financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, businesses, and institutions. Isabel is committed to providing her clients with the highest level of service and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
07/03/2024 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
03/14/2022 - 07/22/2024
CITI PRIVATE ALTERNATIVES, LLC (Miami FL)
FL
03/14/2022 - 07/22/2024
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
FL
01/14/2011 - 10/25/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/25/2010 - 12/07/2010
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
BOTH
Issued 04/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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