Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arik? Claim Your ProfileArik Cohen-lewe has been in the financial services industry since August 15, 2010. Arik is currently registered with Osaic Wealth, Inc. in Oak Brook, IL, and has been with this firm since August 23, 2024. Before that, Arik was with TRIAD ADVISORS LLC in Oak Brook, IL. Arik holds Series 6, SIE, and Series 63 licenses, and is currently registered with the state of Arizona, California, Colorado, Illinois, Kentucky, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Wisconsin. Arik specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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.
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.
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2
IL
08/23/2024 - Present
Osaic Wealth, Inc. (Oak Brook IL)
IL
10/01/2020 - 08/23/2024
TRIAD ADVISORS LLC (Oak Brook IL)
IL
08/16/2010 - 10/02/2020
HORNOR, TOWNSEND & KENT, LLC (OAK BROOK IL)
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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