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Arthur Zapesochny

Your Choice Financial LLC

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About Arthur Zapesochny

Arthur Zapesochny is a financial advisor with over 13 years of experience in the industry. Arthur is currently registered with Your Choice Financial LLC as an Investment Advisor Representative. Arthur previously worked for Ameriprise Financial Services, LLC and AXA Advisors, LLC. Arthur specializes in portfolio management for individuals and financial planning. Arthur is also a board member of a local homeowner association and a board member of an alumni association at the University of Rochester.

Firm Information

Arthur Zapesochny is currently registered with Your Choice Financial LLC. Your Choice Financial LLC is a financial advisory firm that manages approximately $41.04 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses. They have 8 licensed agents and investment adviser representatives who serve 71 clients, primarily individuals other than high-net-worth.

$41.04M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arthur Zapesochny’s Registration & Firm History

FL

09/06/2022 - Present

Your Choice Financial LLC (Boca Raton FL)

FL

09/14/2018 - 09/08/2022

AMERIPRISE FINANCIAL SERVICES, LLC (Boca Raton FL)

NY

10/09/2009 - 09/21/2018

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur Zapesochny.
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