Unclaimed
Arik Botier is a registered representative of Innovation Partners LLC, a firm that provides consulting services to qualified retirement plans, financial planning, and portfolio management for individuals and businesses. Arik has been in the industry since 2000 and has a strong background in securities, with experience at several firms. Arik holds the Series 7, SIE, and Series 63 licenses.
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.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
NC
02/05/2024 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
11/18/2022 - 12/13/2023
SIGMA FINANCIAL CORPORATION (Franklin Square NY)
NY
07/17/2020 - 12/02/2022
SECURITIES AMERICA, INC. (Hicksville NY)
NY
03/05/2013 - 07/17/2020
INVESTACORP, INC. (Hicksville NY)
NY
04/28/2004 - 03/26/2013
J.P. TURNER & COMPANY, L.L.C. (UNIONDALE NY)
FL
04/06/2004 - 04/27/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
11/03/2003 - 04/01/2004
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
NY
08/06/2002 - 10/31/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
07/10/2002 - 08/15/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
03/05/2002 - 05/16/2002
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
02/11/2002 - 04/01/2002
PARK CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
05/07/2001 - 11/30/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
11/06/2000 - 11/21/2000
PRESTON LANGLEY ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
03/23/1999 - 10/04/1999
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
11/03/1998 - 12/17/1998
THE GOLDEN, LENDER FINANCIAL GROUP, INC. (NEW YORK NY)
NY
08/21/1998 - 11/02/1998
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
12/19/1997 - 07/08/1998
E. C. CAPITAL, LTD. (MINEOLA NY)
NY
08/19/1997 - 10/20/1997
FIRST METROPOLITAN SECURITIES, INC. (NEW YORK NY)
NY
11/08/1996 - 09/09/1997
DUKE & CO., INC. (NEW YORK NY)
NY
03/21/1997 - 05/27/1997
H G I (JERICHO NY)
NY
08/08/1996 - 11/25/1996
GAINES, BERLAND INC. (BETHPAGE NY)
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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