Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Victoria Carta is a registered representative with Lument Securities, LLC, a firm that is active in the broker-dealer space. Isabel has held prior roles at PCE Investment Bankers, Inc. and T. Rowe Price Investment Services, Inc. She is licensed in Florida and New York, and holds the Series 7, 79, and SIE licenses. Isabel has been in the financial services industry since July 2015.
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
OH
05/23/2022 - Present
Lument Securities, LLC (COLUMBUS OH)
FL
05/20/2016 - 05/11/2022
PCE INVESTMENT BANKERS, INC. (WINTER PARK FL)
FL
06/10/2015 - 04/25/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BC
Issued 09/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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