Unclaimed
Ari Marc Frazer is an investment advisor representative with Ameriprise Financial Services, LLC in Plymouth Meeting, PA. Ari is a registered investment advisor with the state of Pennsylvania and a registered representative with FINRA. Ari has been in the financial services industry for over 27 years and specializes in providing financial planning and investment advice to individuals and families.
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.
Asset allocation 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.
1
2
PA
09/29/2006 - Present
Ameriprise Financial Services, LLC (PLYMOUTH MEETING PA)
MN
11/17/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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