Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Claire Bogdanos is a financial advisor with Fidelity Personal And Workplace Advisors. Isabella has been in the financial industry since July 1, 2018, and holds the Series 66, SIE, and Series 7 licenses. Isabella is registered in several states including Colorado, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Virginia, and West Virginia. Isabella has previously worked at Equitable Advisors, LLC in New York, New York, and has worked in various other fields including law, government, and media. Isabella specializes in portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
NJ
09/16/2021 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NY
06/26/2018 - 08/10/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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