Unclaimed
Arie Buer is a financial advisor at Valic Financial Advisors, Inc. located in Knoxville, TN. Arie has been in the financial services industry since 2012. Arie has a Series 6 and Series 63 license. Arie is registered to provide financial services in Alabama, Georgia, Kentucky, Maryland, North Carolina, Tennessee, and Virginia. In addition to working as a financial advisor, Arie has experience in banking. Arie also works with AGIA as an agent.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
TN
08/13/2018 - Present
Valic Financial Advisors, Inc. (KNOXVILLE TN)
KY
10/01/2012 - 06/22/2017
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
KY
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
IA
Issued 09/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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