Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aryeh? Claim Your ProfileAryeh Mentzel is an investment advisor representative at Mariner Independent. Aryeh has been working in the financial services industry since 2010 and has experience working with individuals and businesses. Aryeh offers investment advisory services, financial planning, and portfolio management. Aryeh holds Series 66, Series 7TO and SIE licenses. Aryeh is also a Managing Partner at Carbon Wealth Management.
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.
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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NJ
05/15/2023 - Present
Mariner Independent (Englewood NJ)
NJ
11/12/2021 - 05/30/2023
LPL FINANCIAL LLC (CHESTER NJ)
BOTH
Issued 12/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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