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Isabelle Marie Perrault

Wellington Funds Distributors Inc.

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About Isabelle Marie Perrault

Isabelle Marie Perrault is a registered representative with Wellington Funds Distributors Inc. She is a Series 7, Series 63, and Series 66 licensed professional with experience in the financial industry. Isabelle's career spans over 20 years and includes previous experience at Goldman, Sachs & Co. She holds a current Series 7TO and SIE license.

Firm Information

Isabelle Perrault is currently registered with Wellington Funds Distributors Inc.. Wellington Funds Distributors Inc. is a corporation registered in the state of Alabama and 51 other states. It was formed on October 29, 2009, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Isabelle Perrault’s Registration & Firm History

IL

10/04/2021 - Present

Wellington Funds Distributors Inc. (CHICAGO IL)

NY

10/16/2002 - 08/15/2006

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/16/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/23/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/16/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2002

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isabelle Marie Perrault.
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