Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabelle? Claim Your ProfileIsabelle Henriquez is a financial advisor with Capstone Partners, a firm based in Denver, CO. Isabelle holds a Series 63, SIE and Series 79TO license. Isabelle was previously registered with Oppenheimer & Co. Inc. in New York, NY. Isabelle joined Capstone Partners on 4/24/2022 and is registered with the state of Colorado. Isabelle is an active advisor in the securities industry and holds the necessary licenses and registrations to provide financial advice.
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
CO
04/24/2022 - Present
Capstone Partners (Denver CO)
NY
08/12/2021 - 03/11/2022
OPPENHEIMER & CO. INC. (NEW YORK NY)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Isabelle Henriquez is the right advisor for you? Invested Better is here to help.
