Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bob? Claim Your ProfileBob Azarieh is a financial advisor with LPL Financial LLC in Irmo, SC. Bob is registered with the state of South Carolina. Bob has been a financial advisor since 1999, working in the industry for over 24 years. Bob has held previous roles at OSAIC INSTITUTIONS, INC., HSBC SECURITIES (USA) INC., ARIVE CAPITAL MARKETS, CAPE SECURITIES INC., LIBERTY PARTNERS FINANCIAL SERVICES, LLC, MILESTONE FINANCIAL SERVICES, INC., and SEABOARD SECURITIES, INC. Bob specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Bob is also a registered investment advisor and offers financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/05/2024 - Present
LPL Financial LLC (IRMO SC)
NY
01/22/2018 - 09/03/2024
OSAIC INSTITUTIONS, INC. (Plainview NY)
NY
03/06/2017 - 12/01/2017
HSBC SECURITIES (USA) INC. (COMMACK NY)
NY
05/17/2016 - 02/17/2017
ARIVE CAPITAL MARKETS (Coram NY)
NY
08/13/2010 - 05/17/2016
CAPE SECURITIES INC. (Coram NY)
NY
02/05/2007 - 08/16/2010
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (HOLBROOK NY)
NY
04/25/2002 - 02/22/2007
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NJ
06/17/1999 - 05/16/2002
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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