Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Goldfine is a financial advisor registered with J.p. Morgan Securities LLC. Ari has over 25 years of experience in the financial industry and is registered in 18 states. Ari specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Ari has a diverse background and has held positions at several other financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Janney Montgomery Scott LLC, and Morgan Stanley DW Inc.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
05/16/2023 - Present
J.p. Morgan Securities LLC (Revere MA)
MA
07/02/2022 - 05/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
PA
04/30/2001 - 11/29/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
03/20/1998 - 04/30/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
07/25/1997 - 02/10/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ari Goldfine is the right advisor for you? Invested Better is here to help.
