Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isel? Claim Your ProfileIsel Maria Isern is a financial advisor with Wealthpenn.comllc. Isel has been in the financial services industry since 1988. Previously Isel was a financial advisor with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC One Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Isel is licensed to offer financial advice in multiple states, including Texas, Arizona, California, Florida, Georgia, Illinois, Indiana, Louisiana, New Jersey, New York, and Oklahoma. Isel has a strong track record of helping clients achieve their financial goals. Isel's approach to financial planning is personalized and tailored to each client's unique needs and circumstances. Isel is dedicated to providing her clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/24/2018 - Present
Wealthpenn.comllc (Houston TX)
TX
10/01/2012 - 08/28/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
02/27/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
12/03/1991 - 07/11/2006
BANC ONE SECURITIES CORPORATION (HOUSTON TX)
NY
06/21/1988 - 11/29/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 1/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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