Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Patten Whelchel is a financial professional with Finalis Securities LLC. Isabel holds Series 63, Series 82TO, and SIE licenses and is registered in District of Columbia. Isabel's experience in the financial industry began in May 2022.
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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NY
05/17/2022 - Present
Finalis Securities LLC (New York NY)
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 04/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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