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Ariel Andrews-nolan is a registered investment advisor representative for Meyers Financial Services. Ariel is located in Sonoma, CA and has been in the industry since July 2020. Ariel has a Series 65 license and holds a current registration in California. Prior to joining Meyers Financial Services, Ariel worked at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services, with offices in Sonoma, CA, is a firm with 10 clients. The firm manages approximately $25 million in assets for both individual and charitable clients.
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.
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.
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CA
03/08/2021 - Present
Meyers Financial Services (SONOMA CA)
IA
Issued 02/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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