Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avi? Claim Your ProfileAvi Bialo is a registered investment advisor representative with Arete Wealth Advisors, LLC. Avi has been in the industry since May 2013. Avi is a licensed representative of Arete Wealth Advisors, LLC and is also a partner in ZAS Capital, a crypto/NFT fund. Avi also owns Zeus Guard Insurance. Avi is a licensed agent for Prudent Pet and Wealth Solutions 360, dba Independent Financial Solutions. Avi holds a Series 66 license and a Series 7 license and a SIE license. Avi is registered with the states of California, Florida and Texas and has provided financial advice to individuals, businesses, and pension and profit-sharing plans. Avi has provided advisory services for financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
12/21/2022 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
BOTH
Issued 06/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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