Unclaimed
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.
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.
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2
IL
10/04/2021 - Present
Wellington Funds Distributors Inc. (CHICAGO IL)
NY
10/16/2002 - 08/15/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
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
Active
Inactive
F
FINRA
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