Unclaimed
Noah Arita is a registered representative with Charles Schwab & CO., Inc. Noah is also a registered Investment Advisor Representative with Charles Schwab & CO., Inc. Noah has been in the industry for 2 years. Noah has passed the Series 66 and Series 7TO exams. Prior to joining Charles Schwab & CO., Inc., Noah was an Investment Advisor Representative with First Horizon Advisors, Inc. Noah is also an Investment Advisor Representative with First Citizens Investor 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NC
01/08/2025 - Present
Charles Schwab & CO., Inc. (Winston-Salem NC)
NC
11/04/2022 - 06/13/2023
FIRST HORIZON ADVISORS, INC. (WINSTON SALEM NC)
BOTH
Issued 12/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Noah Arita is the right advisor for you? Invested Better is here to help.