Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ariel? Claim Your ProfileAriel Sanchez-alfonso is a financial advisor at Cetera Investment Advisers LLC, a firm based in Schaumburg, IL. Ariel has been in the financial industry since 2000 and is registered in Florida. Ariel holds a Series 6, 7, 24, 63, and 66 license. Ariel has worked at multiple firms, including BB&T Securities, LLC, BB&T Investment Services, Inc., and Banc of America Investment Services, Inc. Ariel has also worked for Regions Bank as a Wealth Advisor.
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.
1
2
FL
01/28/2021 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
01/02/2018 - 12/18/2020
BB&T SECURITIES, LLC (MIAMI FL)
FL
10/07/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MIAMI FL)
FL
11/21/2000 - 11/07/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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