Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnita? Claim Your ProfileArnita Cheryl Hallman is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC. Arnita has been in the financial services industry since August 1, 2004. Arnita's experience is primarily with individual clients and businesses. Arnita is also registered as an Investment Advisor Representative in Washington.
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.
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.
1
2
MN
06/14/2011 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
WA
12/01/2010 - 02/14/2014
VALMARK SECURITIES, INC. (SPOKANE WA)
WA
08/14/2006 - 12/21/2010
PROSPERA BROKERAGE SOLUTIONS LLC (SPOKANE WA)
WA
09/28/2005 - 12/06/2010
SECURITIES AMERICA, INC. (SPOKANE WA)
NE
07/16/2004 - 07/01/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
10/07/2003 - 12/17/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
BOTH
Issued 05/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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