Unclaimed
Isabella Brunk is an investment advisor representative with MML Investors Services, LLC. Isabella has been in the industry since 2006 and has experience with Park Avenue Securities LLC, Spire Securities, LLC, and Cambridge Investment Research, Inc. Isabella holds Series 7, Series 63, and Series 65 licenses and is registered with the state of Maryland, among many other states. Isabella specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Isabella is also a licensed insurance broker and owns IMBrunk, 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MD
03/28/2022 - Present
MML Investors Services, LLC (Bethesda MD)
MD
06/04/2009 - 03/16/2022
PARK AVENUE SECURITIES LLC (CHEVY CHASE MD)
VA
11/01/2007 - 06/01/2009
SPIRE SECURITIES, LLC (MCLEAN VA)
VA
06/01/2006 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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