Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Adlouni is a financial advisor with Citigroup Global Markets Inc. in Tampa, Florida. Isabella has been in the financial services industry since 2016 and has a Series 7, 9, 10, 24, 31, and 66 license. Previously, Isabella worked at Raymond James & Associates, Inc. in St. Petersburg, Florida, and at Leumi Investment Services Inc. in New York, New York. Isabella is also a registered investment advisor in Florida.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/28/2019 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
02/02/2018 - 03/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
02/18/2016 - 01/16/2018
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Isabella Adlouni is the right advisor for you? Invested Better is here to help.
