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Isabela Abreu De souza

Foreside Fund Services, LLC

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About Isabela Abreu De souza

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.

Firm Information

Isabela De souza is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Isabela De souza’s Registration & Firm History

CA

07/26/2023 - Present

Foreside Fund Services, LLC (Larkspur CA)

CA

11/06/2020 - 04/12/2023

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabela Abreu De souza.
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