Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ara? Claim Your ProfileAra Markarian is a financial advisor with over 20 years of experience in the industry. Ara is currently registered with Rockefeller Financial LLC, a firm with over $50 billion in assets under management. Ara has held previous positions with AQR INVESTMENTS, LLC, Legg Mason Investor Services, LLC, HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Chase Investment Services Corp., Morgan Stanley DW Inc., and AXA Advisors, LLC. Ara specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Ara is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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2
NY
05/25/2022 - Present
Rockefeller Financial LLC (NEW YORK NY)
CT
12/13/2018 - 05/24/2022
AQR INVESTMENTS, LLC (Greenwich CT)
NY
12/03/2007 - 11/21/2018
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
01/01/2005 - 10/26/2007
HSBC SECURITIES (USA) INC. (YONKERS NY)
NY
09/15/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
06/07/2004 - 09/09/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
10/28/2003 - 04/05/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/25/2003 - 06/25/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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