Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arielle? Claim Your ProfileArielle Urban is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. She specializes in working with high net worth individuals, pension and profit-sharing plans, and corporations or other businesses. Arielle is registered with the state of New Jersey and holds Series 6, SIE and Series 63 licenses. She has over 9 years of experience in the financial services industry. Prior to joining LPL Financial LLC, she worked with Cetera Financial Specialists LLC, Purshe Kaplan Sterling Investments, and Voya Financial Advisors, Inc.
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.
Consulting and other non-discretionary advisory services
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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2
NJ
09/15/2017 - Present
LPL Financial LLC (PRINCETON NJ)
NJ
01/07/2016 - 09/20/2017
CETERA FINANCIAL SPECIALISTS LLC (BLOOMFIELD NJ)
PA
10/03/2014 - 11/16/2015
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
PA
09/03/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BC
Issued 10/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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