Mounia
Mokdad
Joel Isaacson & Co., LLC
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About this Advisor
Mounia Mokdad is a financial advisor based in Wesley Chapel, Florida, working with Joel Isaacson & Co., LLC. Mounia has previously held a position at Joel Isaacson & Co., LLC and is registered to provide services in Florida. Currently, Mounia is part of Joel Isaacson & Co., LLC, which operates out of Wesley Chapel, Florida. The firm has 50 employees and manages assets totaling $6.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Joel Isaacson & Co., LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Joel Isaacson & Co., LLC Brokerage Details
$6,894,330,282
50
5,103
$1,351,035
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mounia Mokdad Work History
Joel Isaacson & Co., LLC
Joel Isaacson & Co., LLC
Disclosures
Please visit the SEC profile of Mounia Mokdad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Joel Isaacson & Co., LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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