Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari? Claim Your ProfileAri Wiener is a financial advisor who has been in the industry since 2014. Ari is currently registered with MAI Capital Management, LLC in Maryland. Ari previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and NYLIFE SECURITIES LLC. Ari holds the Series 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Ari is a registered investment advisor and provides financial planning, portfolio management, and selection of other advisors. Ari's clients include individuals, high-net-worth individuals, corporations, and other businesses. Ari is committed to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
MD
12/23/2021 - Present
MAI Capital Management, LLC (Bethesda MD)
MD
09/05/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BETHESDA MD)
DC
01/10/2014 - 10/29/2014
NYLIFE SECURITIES LLC (Washington DC)
BC
Issued 09/20/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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