Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arielle? Claim Your ProfileArielle Melyssa Sherman is a financial advisor with over 5 years of experience in the financial services industry. Arielle is currently registered with Morgan Stanley and is licensed to provide investment advice in New Jersey and Texas. She is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Arielle has a diverse background in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She holds a Series 7, Series 63, Series 66, and Series 24 license. Arielle is dedicated to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/11/2021 - Present
Morgan Stanley (Red Bank NJ)
NJ
12/01/2016 - 06/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 02/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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