Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ara? Claim Your ProfileAra Awakim is an investment advisor representative with Fisher Investments. Ara has been in the industry since 2003 and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Country Capital Management Company, and MetLife Securities Inc. Ara is registered in Colorado and Texas. Ara's specializations include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ara also provides financial planning services.
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.
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.
Portfolio assessment
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.
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.
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2
TX
08/15/2022 - Present
Fisher Investments (PLANO TX)
AZ
05/23/2014 - 07/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
CA
11/11/2013 - 04/22/2014
EMERSON EQUITY LLC (ALISO VIEJO CA)
CA
02/22/2013 - 08/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
AZ
07/29/2009 - 06/21/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (SCOTTSDALE AZ)
IL
07/02/2003 - 09/09/2003
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
MA
04/17/2003 - 04/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/17/2003 - 04/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
01/07/2003 - 04/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2003 - 04/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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