Unclaimed
Michelle Lynn Isenberg is an investment advisor representative with Brandes Investment Partners, LP based in San Diego, CA. Michelle is a registered representative with FINRA and is also licensed in the state of California. Michelle has been in the securities industry for over 23 years and has been with Brandes Investment Partners, LP since 2004. Michelle's previous experience includes positions at ALPS Distributors, Inc. and Quasar Distributors, LLC. Michelle has Series 6, 63, and 65 licenses, as well as the SIE exam. Michelle specializes in investment companies, corporations or other businesses, high net worth individuals, individuals other than high net worth, pension and profit-sharing plans, charitable organizations and state or municipal government entities.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
11/06/2000 - Present
Brandes Investment Partners, LP (SAN DIEGO CA)
CA
09/01/2015 - 07/12/2024
ALPS DISTRIBUTORS, INC. (LA JOLLA CA)
ME
12/08/2012 - 08/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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