Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Richard Dardik is a financial advisor with over 25 years of experience in the industry. Ari has held roles at several prominent firms, including Morgan Stanley, Wells Fargo Advisors, LLC, Prudential Securities Incorporated and UBS Paine Webber Inc. Ari is currently registered with Register Financial Advisors, LLC. Ari has a strong track record of providing financial advice to high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans. Ari offers a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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
GA
09/18/2023 - Present
Register Financial Advisors, LLC (ATLANTA GA)
GA
08/27/2010 - 09/13/2023
MORGAN STANLEY (Atlanta GA)
GA
07/01/2003 - 08/30/2010
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NY
07/19/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/29/1998 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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