Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Angela Basile is a financial advisor with over 20 years of experience in the industry. She currently works at Franklin Distributors, LLC. Previously, she was affiliated with LPL FINANCIAL LLC and Westport Resources Investment Services, Inc. Isabella has a broad range of qualifications and holds Series 6, 7, 24, and 63 licenses.
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
CT
11/20/2017 - Present
Franklin Distributors, LLC (STAMFORD CT)
CT
04/21/2016 - 07/12/2017
LPL FINANCIAL LLC (WILTON CT)
CT
08/02/2012 - 04/12/2016
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (WESTPORT CT)
NY
10/10/1997 - 12/31/2010
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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