Unclaimed
Alexander Arnold is an investment advisor representative at Homrich Berg. Alexander has been in the financial services industry since 2007 and is licensed to conduct business in Georgia. Alexander is a Series 6, 7, 63, and 66 licensed representative. Alexander is also a Series SIE licensed representative. Alexander has previously worked at Truist Investment Services, Inc. and Wells Fargo Advisors, LLC. Alexander's specializations include providing investment advice to high-net-worth individuals, corporations, pooled investment vehicles, investment companies, pension and profit-sharing plans, and charitable organizations. Alexander's firm, Homrich Berg, is a registered investment advisor with the Securities and Exchange Commission. Homrich Berg provides a variety of financial planning and investment management services to individuals, families, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Bill pay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
12/01/2023 - Present
Homrich Berg (ATLANTA GA)
GA
07/03/2012 - 09/07/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/31/2007 - 07/11/2012
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 08/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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