Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabella? Claim Your ProfileIsabella Foltyniak is a financial professional with over seven years of experience in the industry. Isabella is registered with Key Investment Services LLC and holds Series 7, 7TO, 63, and 66 licenses, as well as the SIE exam. Isabella has prior experience with AXA Advisors, LLC and has worked in various other industries including real estate, hospitality, and project management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
01/25/2024 - Present
KEY Investment Services LLC (BROCKPORT NY)
NY
05/05/2016 - 08/02/2017
AXA ADVISORS, LLC (ROCHESTER NY)
BOTH
Issued 01/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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