Unclaimed
Ariel Maria Ianovale is a financial advisor who has been in the industry since July 6, 2020. Ariel is currently registered with Truist Advisory Services, Inc. and is licensed to provide financial advice in Pennsylvania and other states. Previously, Ariel was affiliated with Santander Securities LLC. Ariel has passed the Securities Industry Essentials Examination (SIE), the Series 6, and the Series 63 examinations.
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.
1
2
PA
02/12/2025 - Present
Truist Advisory Services, Inc. (JENKINTOWN PA)
PA
09/24/2018 - 01/03/2022
SANTANDER SECURITIES LLC (Philadelphia PA)
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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