Unclaimed
Isabela Abreu De souza is a financial advisor currently registered with Foreside Fund Services, LLC in Larkspur, California. Isabela Abreu De souza is a Series 7TO, Series 63, and SIE licensed financial advisor with over two years of experience in the financial industry. Prior to joining Foreside Fund Services, LLC, Isabela Abreu De souza was employed by BLACKROCK INVESTMENTS, LLC in San Francisco, California.
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.
1
2
CA
07/26/2023 - Present
Foreside Fund Services, LLC (Larkspur CA)
CA
11/06/2020 - 04/12/2023
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 01/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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