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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariane? Claim Your ProfileAriane Croft is a financial advisor with Principal Asset Management. Ariane Croft is registered with the Securities and Exchange Commission and has over 20 years of experience in the financial services industry. Ariane Croft specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Ariane Croft has a Series 6, 7, 63, 66 and SIE license and is currently registered in 53 states and the District of Columbia. Ariane Croft also provides asset allocation services, spread lending management and advice, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
MA
05/25/2022 - Present
Principal Asset Management (Waltham MA)
MA
05/07/2008 - 12/26/2018
PRINCIPAL SECURITIES, INC. (WALTHAM MA)
MA
09/09/1997 - 01/07/2008
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BOTH
Issued 03/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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