Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ari -ville? Claim Your ProfileAri -ville Uusimaki is an Investment Advisor Representative at Avantax Advisory Services, a firm headquartered in Dallas, Texas. Ari -ville has been in the industry since 2010 and has a broad range of experience in financial services, including insurance, retirement planning, and investment management. Ari -ville has worked with a variety of clients, including individuals, businesses, and retirement plans. Ari -ville is a registered representative with FINRA and has a Series 6, 7, and 63 license. Ari -ville is also a registered investment advisor representative with the state of Virginia.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
07/13/2015 - Present
Avantax Advisory Services (ALEXANDRIA VA)
VA
02/12/2014 - 07/24/2015
SAGEPOINT FINANCIAL, INC. (ALEXANDRIA VA)
VA
01/01/2010 - 01/21/2014
METLIFE SECURITIES INC. (FALLS CHURCH VA)
IA
Issued 02/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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