Arcie Petty (CRD# 7083984) is an Investment Advisor Representative working at Wizest Inc. in Cleveland, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2019 - Current | 5 |
| Self-employed | Cleveland, OH | Oct 2014 - Current | 9 |
| Huntington National Bank | Avon, OH | Sep 2017 - Feb 2019 | 1 |
| Kingswood Oxford School | West Hartford, CT | Sep 2016 - Aug 2017 | < 1 |
| Glen Urquhart School | Beverly Farms, MA | Sep 2011 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts297ACCOUNTS
-
Average Account Value$87
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, GA, IL, LA, MA, MI, NC, NE, NH, NJ, NY, OH, PA, TX, VA, WA
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