Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariel? Claim Your ProfileAriel Materin is a registered representative with Bolton Securities Corporation, a firm with over $5 billion in assets under management. Ariel is a Series 3, 6, 7, and 63 licensed professional with over 13 years of experience in the financial services industry. Ariel provides a range of services to individuals, corporations, and institutions, including investment advisory services, financial planning, and portfolio management. Ariel is also a registered investment advisor representative in Florida and New York.
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.
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.
Earned based on transactions or products sold.
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.
1
2
NY
09/15/2022 - Present
Bolton Securities Corp. (NEW YORK NY)
NY
08/31/2017 - 01/30/2018
BOLTON SECURITIES CORPORATION (New York NY)
NY
12/24/2010 - 08/29/2017
MORGAN STANLEY (NEW YORK NY)
NY
11/23/2009 - 11/18/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
PA
03/10/2009 - 10/19/2009
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
NJ
01/05/2009 - 02/11/2009
METLIFE SECURITIES INC. (MARLTON NJ)
IA
Issued 03/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ariel Materin is the right advisor for you? Invested Better is here to help.
