Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Isaacs is a financial advisor with Edward Jones, a firm that has over $824 billion in regulatory assets under management. Vernon has been in the industry for over 17 years. Vernon is registered with the Financial Industry Regulatory Authority (FINRA) and holds multiple licenses, including Series 6, Series 7, and Series 63. Vernon also holds the designation Certified Financial Planner™ and has experience in investment advisory services, financial planning, pension consulting, and portfolio management.
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.
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.
See schedule d - miscellaneous
1
2
IN
12/05/2023 - Present
Edward Jones (WESTFIELD IN)
IN
11/27/2015 - 09/05/2019
CETERA INVESTMENT SERVICES LLC (NEW CASTLE IN)
IN
08/04/2014 - 11/16/2015
THE HUNTINGTON INVESTMENT COMPANY (NOBLESVILLE IN)
IN
06/17/2010 - 07/28/2014
FIFTH THIRD SECURITIES, INC. (CARMEL IN)
IN
08/01/2008 - 05/18/2010
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
08/24/2007 - 08/01/2008
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/28/2005 - 08/01/2007
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IA
Issued 08/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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