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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Michael Souza is a financial advisor at Fidelity Personal And Workplace Advisors in Salt Lake City, Utah. Isaiah has been in the financial services industry since October 2019 and has a Series 66, Series 7, and SIE license. He is registered to provide investment advice in Arizona, California, Nevada, Oregon, Texas, and Washington. Isaiah has experience working with a variety of clients including individuals, families, businesses, and charitable organizations. He specializes in financial planning, portfolio management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
11/04/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
05/25/2021 - 08/10/2021
CONCORDE INVESTMENT SERVICES, LLC (Roseville CA)
CA
02/25/2021 - 04/20/2021
MML INVESTORS SERVICES, LLC (ROSEVILLE CA)
CA
06/05/2020 - 11/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Roseville CA)
CA
03/04/2019 - 06/12/2020
HORNOR, TOWNSEND & KENT, LLC (SACRAMENTO CA)
BOTH
Issued 06/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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