Ben Arie

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Independent Financial Group, Llc
  North Bethesda, MD
• 06/2022 → Present
  Sentinel Financial Group
  North Bethesda, MD
• 09/2018 → 05/2022
  Syracuse University
  Syracuse, NY
• 06/2021 → 08/2021
  Plotkin Financial Advisors
  Chevy Chase, MD
• 06/2019 → 08/2019
  Apex Home Loans
  Rockville, MD
• 12/2012 → 05/2018
  Cesjds
  Rockville, MD
• 06/2018 → 08/2018
  Capital Camps
  Waynesboro, PA

Other Businesses

SENTINEL FINANCIAL GROUP, LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2022 ADDRESS: 909 Rose Avenue #400, North Bethesda MD 20852, United States DESCRIPTION: Once registration is switched to an active advisor, duties will be getting new clients and being their advisor. Ben M. Arei POSITION: Agent/Representative NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/19/2024 ADDRESS: 909 Rose Avenue #400, North Bethesda MD 20852, United States DESCRIPTION: Selling Life and Health Insurance

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01