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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlen? Claim Your ProfileArlen Royalty is an investment advisor representative at Oneascent Financial Services LLC, located in Greenville, South Carolina. Arlen is also a registered investment advisor with a current registration in South Carolina. Arlen has been in the financial industry for over 10 years and has experience in both the investment advisor and brokerage industries. Arlen is committed to providing clients with personalized financial advice and services, and is dedicated to helping them achieve their financial goals. Arlen holds the Series 6, 63 and 65 licenses. Arlen also owns and runs Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting
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
SC
03/08/2024 - Present
Oneascent Financial Services LLC (Greenville SC)
SC
10/13/2008 - 10/21/2010
H.D. VEST INVESTMENT SERVICES (SIMPSONVILLE SC)
IA
Issued 11/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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