Ariana Marek (CRD# 6979189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 3 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | San Antonio, TX | Aug 2021 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio, TX | May 2017 - Current | 5 |
| Bank Of America | San Antonio, TX | May 2017 - Jun 2018 | 1 |
| Northside Isd | San Antonio, TX | Aug 2016 - Jun 2018 | 1 |
| Golds Gym | San Antonio, TX | Aug 2016 - Jun 2017 | < 1 |
| Hawkins Personell Group | San Antonio, TX | Feb 2016 - Jul 2016 | < 1 |
| Unemployed | Midland, TX | Dec 2015 - Feb 2016 | < 1 |
| Front Burner Restauraunts LP | Odessa, TX | Feb 2015 - Nov 2015 | < 1 |
| Unemployed | Odessa, TX | Aug 2014 - Feb 2015 | < 1 |
| Red Lobster | Odessa, TX | Apr 2014 - Jul 2014 | < 1 |
| Unemployed | Odessa, TX | Aug 2013 - May 2014 | < 1 |
| Aqua Tots Swim School | San Antonio, TX | Jun 2013 - Aug 2013 | < 1 |
| Parkwood Homeowners Association | San Antonio, TX | May 2013 - Jul 2013 | < 1 |
| Unemployed | Odessa, TX | Jan 2013 - May 2013 | < 1 |
| Chartwells | Odessa, TX | Sep 2012 - Feb 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TX
-
Total Assets Under Management1,283,838MILLIONS
-
Total Number of Accounts2,825,602ACCOUNTS
-
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.