Arcie
Petty
Wizest Inc
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About this Advisor
Arcie Petty is a financial advisor based out of Cleveland, Ohio with a total of 1 year of industry experience. Petty is on the advisory team at Wizest Inc. During their career, Petty has held roles at Edward Jones, Huntington National Bank, Kingswood Oxford School and Glen Urquhart School. Petty has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Ohio. Wizest Inc is a firm that has its headquarters in Cleveland, OH. The company provides portfolio management for individuals and small businesses. Financial management fees usually depend on which services the firm provides the client. Fees billed by Wizest Inc can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wizest Inc Brokerage Details
4
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Arcie Petty Work History
Arcie has been registered as a financial advisor for 1 years.*
Edward Jones
Huntington National Bank
Kingswood Oxford School
Glen Urquhart School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arcie Petty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wizest Inc
Miami Lakes, FL
Cleveland, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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