Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmel? Claim Your ProfileCarmel Kuta is a registered representative and investment advisor representative with Arete Wealth Advisors, LLC. Carmel holds Series 7TO, SIE and Series 66 licenses. Carmel is affiliated with the firm's Melville, NY office. Carmel's professional experience includes roles at Republic Jet Center, Town of North Hempstead, Sid Jacobson Jewish Community Center, Point Lookout Clam Bar and FINCADIA LLC. Carmel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Carmel's clients include high-net-worth individuals, corporations and pension and profit-sharing plans.
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
1
2
NY
09/12/2024 - Present
Arete Wealth Advisors, LLC (Melville NY)
BOTH
Issued 09/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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