Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arik? Claim Your ProfileArik Schechet is an investment advisor representative with Wellesley Asset Management, Inc. He is registered with the following states: Colorado, Connecticut, Massachusetts, New Hampshire, and Washington. Arik has been in the industry since 2003 and holds Series 7, 63, and 66 licenses. Arik works with a variety of client types, including individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. He offers a range of advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Arik has previously worked for various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., AXA Advisors, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and PHD Capital.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NH
02/05/2020 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
MA
09/25/2009 - 07/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
11/15/2006 - 06/04/2008
TD AMERITRADE, INC. (BOSTON MA)
MA
10/14/2004 - 10/25/2006
AXA ADVISORS, LLC (WELLESLEY MA)
MN
07/30/2004 - 09/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/30/2004 - 09/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/06/2003 - 06/15/2004
PHD CAPITAL (NEW YORK NY)
BOTH
Issued 08/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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