Unclaimed
Arline Frances Strelzik is a financial advisor with Steward Partners Investment Advisory, LLC. Arline has been in the industry since 1977 and has held registrations with several firms, including Wells Fargo Clearing Services, LLC and Mark Boyar & Company, Inc. Arline holds a Series 7 and SIE license. Arline specializes in working with high-net-worth individuals, corporations, and charitable organizations. Arline provides financial planning and investment advisory services and offers customized solutions to meet her clients' unique needs.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
08/18/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
07/10/2013 - 08/22/2022
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
01/01/1990 - 10/21/2011
MARK BOYAR & COMPANY, INC. (NEW YORK, NY NY)
NY
08/11/1988 - 01/09/1989
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
01/27/1978 - 05/04/1988
E. F. HUTTON & COMPANY INC
NA
12/05/1977 - 02/03/1978
WHITE, WELD & CO. INCORPORATED
BC
Issued 04/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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