Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Berkey is a financial advisor at Wells Fargo Clearing Services, LLC. She has been in the industry since September 2020 and is licensed to provide investment advice in Arkansas, Massachusetts, New York, and Utah. Isabella has a Series 63, Series 66, Series 7TO, Series 57TO, Series 10, Series 9 and Series 24. Prior to joining Wells Fargo, Isabella was a financial advisor at Stifel, Nicolaus & Company, Incorporated. Isabella is also a business owner and has 100% ownership of DMW CHOCOLATES LLC.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
10/18/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NY
08/15/2020 - 04/06/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 10/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/23/2021
Series 57TO - Securities Trader Exam
BC
Issued 08/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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