Unclaimed
Ariel Grace Christopher is a registered representative with Truist Advisory Services, Inc. based in Mount Pleasant, SC. Ariel has been in the industry for 5 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ariel is also a licensed investment advisor representative in South Carolina. Ariel has passed the Series 66, Series 7TO, and SIE exams and is a registered representative with FINRA. In addition to working with Truist Advisory Services, Inc., Ariel has also previously worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
SC
06/14/2022 - Present
Truist Advisory Services, Inc. (MOUNT PLEASANT SC)
SC
05/19/2021 - 06/15/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
SC
12/05/2019 - 05/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PLEASANT SC)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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