Ariana Kathleen Marek
Investment adviser representative at Beacon Financial Group
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Beacon Financial GroupApr 2025 to now
- Beacon Retirement Planning Services Inc.Mar 2025 to now
- Apex Fintech SolutionsAug 2024 to Mar 2025
- Bank of America, N.A.Aug 2021 to Aug 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Aug 2024
- Bank of AmericaMay 2017 to Jun 2018
- Northside IsdAug 2016 to Jun 2018
- Golds GymAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Financial Group
Legal name: Beacon Retirement Planning Services Inc.
$1.3BAssets managed
1,052Clients
8Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6979189
- Firm CRD
- 110038