Unclaimed
Ari Stonehill is a financial professional with over 27 years of experience in the financial services industry. Ari is a registered representative of Park Avenue Securities LLC, a firm with over 1700 employees. Ari is also a registered investment advisor and has passed the Series 63, 65, 7, and SIE exams. Ari provides financial planning services to clients in a variety of industries, including insurance companies, charitable organizations, and high net worth individuals. 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MA
10/10/2022 - Present
Park Avenue Securities LLC (AUBURNDALE MA)
NY
01/22/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
12/09/1992 - 05/05/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 10/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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