Unclaimed
Arielle M Peterson duranczyk is an active investment advisor representative and registered representative in the state of Michigan. Arielle is currently registered with LPL Financial LLC and has been in the industry since February 13, 2014. Prior to LPL Financial LLC, Arielle worked at ROYAL ALLIANCE ASSOCIATES, INC. Arielle has passed the Series 66, Series 7 and the SIE exams. Arielle has experience providing investment related services, including non-variable insurance, tax preparation and accounting. Arielle is also active in the community and is involved in several business ventures.
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.
1
2
MI
10/19/2020 - Present
LPL Financial LLC (BAY CITY MI)
MI
02/14/2014 - 10/21/2020
ROYAL ALLIANCE ASSOCIATES, INC. (BAY CITY MI)
BOTH
Issued 11/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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