Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariel? Claim Your ProfileAriel Banos is a financial advisor with over 13 years of experience in the industry. Ariel currently works at Osaic Wealth, Inc. located in Scottsdale, Arizona. Before joining Osaic Wealth, Inc. Ariel worked at Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Wells Fargo Advisors, LLC, Chase Investment Services Corp. and WAMU Investments, Inc. Ariel is a Series 6, 7 and 63 licensed professional. Ariel specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
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.
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AZ
04/13/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/13/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/13/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
02/10/2015 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/13/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
03/28/2011 - 08/27/2013
WELLS FARGO ADVISORS, LLC (FORT LEE NJ)
NY
05/02/2009 - 11/22/2010
CHASE INVESTMENT SERVICES CORP. (HARRISON NY)
NY
03/05/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (HARRISON NY)
BC
Issued 06/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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