Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Kandel is an Investment Advisor Representative associated with Alight Financial Advisors, LLC. Ari works in the Larchmont, NY office. Ari is licensed in New York and North Carolina. Ari obtained the Series 65 license, Uniform Investment Adviser Law Examination on 11/19/2018. Ari has been working in the financial services industry since November 2014. Alight Financial Advisors, LLC specializes in providing financial planning and portfolio management for individuals, including educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
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NY
09/06/2024 - Present
Alight Financial Advisors, LLC (Larchmont NY)
IA
Issued 11/19/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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