Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arielle? Claim Your ProfileArielle Anderson is an Investment Advisor Representative at Westmount Partners, LLC, a firm that manages over $4 billion in assets. Arielle has been in the industry since 2008 and holds Series 6, 7, 9, 63 and 65 licenses. Arielle has worked at several other firms in the past, including VP Distributors LLC and Sanford C. Bernstein & Co., LLC. Arielle is a specialist in financial planning, portfolio management for businesses, and portfolio management for individuals. Westmount Partners, LLC specializes in providing financial advice to high net worth individuals and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/18/2017 - Present
Westmount Partners, LLC (Los Angeles CA)
CA
08/14/2014 - 05/30/2017
VP DISTRIBUTORS LLC (LOS ANGELES CA)
WA
10/23/2009 - 07/29/2014
SANFORD C. BERNSTEIN & CO., LLC (SEATTLE WA)
WA
03/05/2008 - 09/14/2009
NRP FINANCIAL, INC. (SEATTLE WA)
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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