Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlie? Claim Your ProfileArlie Skurdal is a financial advisor with over 30 years of experience in the financial industry. Arlie is currently registered with Fortis Capital Management LLC and holds Series 6, 7 and 63 licenses. Arlie has worked for several firms throughout their career and has a strong background in financial planning, portfolio management and consulting. Arlie is a Certified Financial Planner and has a PhD in Financial Services. Arlie's specialization includes providing services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Arlie works with clients to develop personalized financial plans and investment strategies that meet their individual needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Net worth based percentage of value
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2
WA
03/17/2017 - Present
Fortis Capital Management LLC (Seattle WA)
WA
01/03/1991 - 07/07/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (BELLEVUE WA)
CA
08/25/1989 - 01/03/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
12/23/1987 - 08/25/1989
PFG SECURITIES, INC.
NJ
06/23/1987 - 03/29/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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