Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah James Mundell is a registered representative with Wells Fargo Advisors Financial Network, LLC. Isaiah James Mundell has been in the industry since February 10, 2019, and has experience in the financial services sector. Isaiah James Mundell is licensed in Iowa and Texas. The firm has offices in Waterloo, Iowa.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
07/27/2021 - Present
Wells Fargo Advisors Financial Network, LLC (WATERLOO IA)
CO
08/26/2020 - 01/31/2021
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
06/08/2020 - 07/22/2020
USAA INVESTMENT SERVICES COMPANY (COLORADO SPRINGS CO)
CO
03/22/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
01/03/2019 - 03/20/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WATERLOO IA)
BOTH
Issued 03/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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