Arun Soni (CRD# 6945160) is an Investment Advisor Representative working at Avenue 90 in Palos Park, IL and has over 5 years of experience in the finance industry. Arun Soni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avenue 90 Financial LLC | Chicago, IL | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park, IL | Apr 2018 - Aug 2023 | 5 |
| Wells Fargo | San Francisco, CA | Sep 2015 - Jan 2018 | 2 |
| N/a | Palos Park, IL | Jun 2015 - Aug 2015 | < 1 |
| Wisconsin School Of Business | Madison, WI | Aug 2014 - May 2015 | < 1 |
| Wisconsin School Of Business | Madison, WI | Aug 2013 - May 2015 | 1 |
| Wisconsin School Of Business | Madison, WI | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- IL
- TX
-
Total Assets Under Management5MILLIONS
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Total Number of Accounts28ACCOUNTS
-
Average Account Value$171,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, TX
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