Unclaimed
George Max Arias is a financial advisor at Snowden Capital Advisors LLC. George Max Arias has over 20 years of experience in the financial industry. George Max Arias is registered with FINRA and is also registered with the state of Florida as an investment advisor representative. Before joining Snowden Capital Advisors LLC, George Max Arias was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and Deutsche Bank Securities Inc.. George Max Arias specializes in providing financial planning, portfolio management, and investment advisory services to high net worth individuals, corporations, and charitable organizations.
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.
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.
1
2
FL
06/20/2019 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
08/24/2010 - 06/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
07/01/2003 - 08/25/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NY
08/28/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/18/1997 - 08/28/1998
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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