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Serena Lorena Concepcion

Arkadios Wealth Advisors

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About Serena Lorena Concepcion

Serena Lorena Concepcion is a registered investment advisor representative with Arkadios Wealth Advisors. Serena is a licensed Investment Advisor Representative in South Carolina. Serena has a Series 65 license and a SIE license. Serena has over 6 years of experience in the financial services industry. Serena's current role at Arkadios Wealth Advisors is a Financial Advisor, helping clients with their retirement planning needs and securing the best insurance product suited to their needs. Serena is also an advisor for Preservation Specialists LLC, a non-investment related firm. Serena has worked at several other firms including Pendleton Street Advisors, LLC, Club Pilates, Texas A&M University, Blinn University, Yoga Masala, Messina Hof Winery & Resort, Yoga Pod, Texas A&M Office of Vice President of Student Affairs, Adecco, and ARKADIOS CAPITAL.

Firm Information

Serena Concepcion is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Serena Concepcion’s Registration & Firm History

SC

08/28/2024 - Present

Arkadios Wealth Advisors (Columbia SC)

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Licenses & Designations

IA

Issued 04/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/21/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Serena Lorena Concepcion.
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