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Arno Otto Mayer

Financial Trust Asset Management Chartered

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About Arno Otto Mayer

Arno Mayer is a financial advisor with over 30 years of experience in the financial services industry. Arno has held positions at a number of well-known firms including Stephens Inc., Funds Distributor, Inc., Sierra Investment Services Corporation, and Great Western Financial Securities Corporation. Currently, Arno is a Registered Representative and Investment Advisor Representative with Financial Trust Asset Management Chartered. Arno has a strong background in financial planning and portfolio management. Arno holds the Series 7, Series 24, and Series 63 licenses. Arno is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Financial Trust Asset Management Chartered is a registered investment advisor with over 87 million dollars in assets under management.

Firm Information

Arno Mayer is currently registered with Financial Trust Asset Management Chartered. Financial Trust Asset Management Chartered is an investment advisor with approximately $87,875,954 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for businesses and individuals. They have 312 total client accounts, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm's website is HTTP://WWW.FINANCIALTRUST.NET.

$87.88M

Assets Under Management

4

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arno Mayer’s Registration & Firm History

FL

04/10/2021 - Present

Financial Trust Asset Management Chartered (BOCA RATON FL)

AR

10/04/1993 - 03/30/1995

STEPHENS INC. (LITTLE ROCK AR)

ME

04/27/1993 - 09/07/1993

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

WA

12/21/1992 - 03/03/1993

SIERRA INVESTMENT SERVICES CORPORATION (SEATTLE WA)

CA

07/12/1989 - 12/14/1992

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

NA

08/17/1990 - 10/16/1991

EDEN FINANCIAL FUNDS GROUP, INC.

NA

03/18/1988 - 07/25/1989

GRIFFIN FINANCIAL SERVICES

NA

03/05/1987 - 02/10/1988

PAMCO SECURITIES AND INSURANCE SERVICES

NY

04/25/1986 - 05/16/1987

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

04/25/1986 - 05/06/1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/1992

Series 24 - General Securities Principal Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arno Otto Mayer.
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