Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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