Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaiah? Claim Your ProfileIsaiah Aponte is a registered representative and investment advisor with Arete Wealth Advisors, LLC. Isaiah has been in the financial services industry since June 2020. Prior to joining Arete Wealth Advisors, LLC, Isaiah was a registered representative with National Securities Corporation. Isaiah holds the Series 7TO, Series 63, and Series 65 licenses. Isaiah specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and high-net-worth individuals. Isaiah is also registered as an investment advisor in the states of California, Connecticut, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Texas, and Washington.
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
NY
11/08/2023 - Present
Arete Wealth Advisors, LLC (Melville NY)
NY
06/08/2020 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
IA
Issued 09/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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