Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Fischman is an investment advisor representative at Kovitz Investment Group Partners, LLC. Ari has been in the financial services industry since 2002. Ari is registered with the state of Michigan as an investment advisor representative. Ari is also registered with FINRA as a registered representative. Ari holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Ari is also a Certified Financial Planner. Ari's firm, Kovitz Investment Group Partners, LLC, is a wealth management firm that provides a variety of services to individuals, families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
04/09/2024 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
10/02/2002 - 11/20/2020
NYLIFE SECURITIES LLC (SOUTHFIELD MI)
BOTH
Issued 08/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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