Unclaimed
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
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