Years of Experience
5-20+ Years
Yardley, PA
0 Disclosures
ADVISOR BIO
Isaac Keil is an investment advisor representative at Fortis Capital Advisors, LLC. Isaac has been in the industry for over 10 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, P.J. Robb Variable Corporation, and AXA Advisors, LLC. Isaac holds the Series 66, Series 7, and SIE licenses. Isaac is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Isaac works with high net worth individuals, pension and profit sharing plans, and corporations or other businesses.
SPECIALIZATIONS
Fort Washington, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Isaac Aguirre is a financial advisor with Citizens Securities, Inc. Isaac Aguirre is registered with FINRA as a Registered Representative and with the state of Florida as a Registered Investment Advisor. Isaac Aguirre is also registered with the state of New York as a Registered Representative and a Registered Investment Advisor. Isaac Aguirre's professional experience includes time at J.P. Morgan Securities LLC. Isaac Aguirre has a Series 63, Series 65, and Series 7 license and is also a holder of the SIE exam.
SPECIALIZATIONS
Lancaster, PA
0 Disclosures
ADVISOR BIO
Isabel Gleason is a registered investment advisor representative with AssuredPartners Investment Advisors. Isabel is currently registered with the state of Pennsylvania. Isabel has worked in the financial services industry since September of 2013. Isabel has a Series 65 license and provides financial planning, educational seminars, and referrals to unaffiliated investment advisors. Isabel has experience working with individuals and businesses.
SPECIALIZATIONS
BALA CYNWYD, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Isabella Conti is a financial advisor at Equitable Advisors, LLC with over 20 years of experience in the financial services industry. Isabella has a strong understanding of financial planning and investment management strategies, and is dedicated to helping her clients achieve their financial goals. Isabella holds a Series 66 license and a Series 7TO license. Isabella is registered with the state of New Jersey, New York and Pennsylvania.
SPECIALIZATIONS
PHILADELPHIA, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Isabella Louise Santosusso is a financial advisor at UBS Financial Services Inc. Isabella is registered with the state of Pennsylvania and holds Series 7TO, SIE and Series 66 licenses. She has been in the financial services industry for 2 years. Isabella has experience working with a range of clients, including high-net-worth individuals, corporations, and pension plans.
SPECIALIZATIONS
NEWTOWN, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Isaiah Anthony Burrows is a registered representative and investment advisor representative with Raymond James & Associates, Inc., based in Newtown, PA. Isaiah has been working in the financial services industry since November 2022. Isaiah has passed the Series 66, Series 7TO, and the SIE exams. Isaiah specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and businesses.
SPECIALIZATIONS
VILLANOVA, PA
7 Years Experience
0 Disclosures
ADVISOR BIO
Isaiah Ishmil Gibson is a financial advisor at Fidelity Personal And Workplace Advisors. Isaiah has been in the financial services industry since April 2018 and has passed the Series 7, Series 63, Series 66, and SIE exams. Isaiah is registered with the state of Pennsylvania. Isaiah provides financial planning and portfolio management services to individuals and businesses.
SPECIALIZATIONS
Pittsburgh, PA
3 Years Experience
1 Disclosures
ADVISOR BIO
Isaiah Jackson is a financial advisor registered with J.p. Morgan Securities LLC. Isaiah has been in the industry since August 2021 and has experience working with high net worth individuals, corporations and insurance companies. Isaiah holds FINRA Series 7, 63, and SIE licenses. Isaiah is registered in Pennsylvania, New Jersey and Delaware. The advisor's previous firm was Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
Allentown, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Isaiah Williams is a financial advisor with over 15 years of experience in the industry. Isaiah is currently registered with Morgan Stanley in Allentown, Pennsylvania, and has previously worked with Merrill Lynch, PNC Investments and Wachovia Securities. Isaiah holds Series 6, 7, 9, 10, 63, and 65 licenses and is registered in 53 states.
SPECIALIZATIONS
PHILADELPHIA, PA
0 Disclosures
ADVISOR BIO
Isaiah James Carroll is a registered Investment Advisor Representative with McAdam LLC. Isaiah Carroll is also registered with the states of Pennsylvania and Texas. McAdam LLC is a Registered Investment Advisor and is headquartered in Philadelphia, Pennsylvania. McAdam LLC provides financial planning and portfolio management services to individual investors. Isaiah Carroll has been in the financial services industry since June of 2019. Before that, he worked in sales and customer service roles at various companies.
SPECIALIZATIONS