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Izaak Trent Mendelson

Invesco Distributors, Inc.

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About Izaak Trent Mendelson

Izaak Mendelson is a financial advisor with Invesco Distributors, Inc. Izaak has been in the industry since April 16, 2014. Izaak has a broad range of experience, including experience with OppenheimerFunds Distributor, Inc. and Neuberger Berman LLC. Izaak is registered with FINRA and holds licenses for Series 66, Series 24, SIE, Series 31 and Series 7. Izaak has been registered in 53 states and is currently registered with Invesco Distributors, Inc. in New York.

Firm Information

Izaak Mendelson is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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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Izaak Mendelson’s Registration & Firm History

NY

05/25/2019 - Present

Invesco Distributors, Inc. (NEW YORK NY)

NY

06/11/2015 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

04/15/2014 - 06/09/2015

NEUBERGER BERMAN LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/06/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2014

Series 31 - Futures Managed Funds Examination

BC

Issued 04/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Izaak Trent Mendelson.
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