Ariel Monsivais is a CFP-designated registered investment advisor, based in Romeoville, IL, with 29 years of industry experience.
Location
Romeoville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ariel works in customer service at Lowe's Home Improvement, dedicating about 15 hours per week. Ariel is also a Managing Director at Ariel Wealth Partners LLC, a financial services firm, dedicating about a quarter of their time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Abn Amro Financial Services, INC.Broker
Liberty Securities CorporationBroker
Firstar Investment Services,inc.Broker
Franklin-Lord, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.