Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aris? Claim Your ProfileAris Tatevosian is an investment advisor representative at Fifth Third Securities, Inc. Aris has been in the financial industry for over 20 years and has experience working with individuals, corporations, and high-net-worth individuals. Aris holds the Series 65 license to provide Investment Advisory services, and the Series 7, Series 52, and Series 63 licenses to provide brokerage services. In addition to providing financial planning and portfolio management, Aris provides selection of other advisers and portfolio management for businesses. Aris also offers a wrap fee program.
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.
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.
Sponsor wrap fee program
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.
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2
IL
04/21/2023 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
IL
08/02/2022 - 03/03/2023
COUNTRY CAPITAL MANAGEMENT COMPANY (Crystal Lake IL)
IL
03/29/2018 - 08/30/2018
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
10/01/2012 - 03/02/2018
J.P. MORGAN SECURITIES LLC (ELMHURST IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELMHURST IL)
IL
07/21/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
05/01/2003 - 07/30/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MI
03/30/1999 - 04/10/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 6/2/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1999
Series 7 - General Securities Representative Examination
BC
Issued 3/29/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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