Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel M. Mejia is a financial advisor with LPL Financial LLC. Isabel is based in Tampa, Florida. Isabel has been in the financial services industry since August 11, 2015. Prior to joining LPL Financial LLC, Isabel was affiliated with CUNA BROKERAGE SERVICES, INC. and METLIFE INVESTORS DISTRIBUTION COMPANY. Isabel holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Isabel is also registered to provide investment advisory services in Florida and Georgia.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
12/19/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
06/15/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
NY
11/05/2013 - 09/07/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
FL
02/02/2015 - 06/30/2016
METLIFE SECURITIES, INC (TAMPA FL)
IA
Issued 12/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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