Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Arriz has been in the financial services industry since August 16, 2002. Christian is a Registered Representative of Wealthpenn.comllc. Christian has worked for various financial institutions such as Cowen and Company, BNP Paribas Securities Corp., and J.P. Morgan Securities Inc. Christian has a broad range of experience in the financial industry, holding numerous licenses and registrations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
11/29/2011 - 02/15/2013
COWEN AND COMPANY (NEW YORK NY)
NY
05/14/2009 - 10/05/2011
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
06/03/2008 - 02/03/2009
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/25/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/02/2008 - 06/04/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/19/2000 - 06/02/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 11/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/9/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 7/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christian Arriz is the right advisor for you? Invested Better is here to help.
