Ari Fischman is a CFP-designated registered investment advisor, based in Southfield, MI, with 23 years of industry experience. Ari is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Two Towne Square, Suite 800, Southfield, MI, 48076
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Regulatory History (1)
Employment Separation After Allegations
October 2020Other Business ActivitiesSells Insurance
Ari is involved in several outside business activities including a dormant investment LLC, volunteer work for the Jewish Federation, and board membership at Hillel Day School. Ari also works for Kovitz/Telemus, running their insurance division for life, health, and property & casualty business, and acts as a registered representative with Lion Street Financial to place broker-dealer registered insurance products; these activities take about a quarter of his time.
Employment History
Current Registrations
Sentinel Securities, LLC.
Sentinel Securities, LLC.Broker
Focus Partners Wealth, LLC
Previous Registrations
Integrity Alliance, LLC.Broker
Northcoast Asset Management LLC
Kovitz Investment Group Partners, LLC
Lion Street Financial, LLCBroker
Telemus Capital, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
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.
Exams
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