Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnold? Claim Your ProfileArnold McQueary is a financial professional with over 30 years of experience in the industry. Arnold is currently registered with Charles Schwab & Co., Inc., and is also registered as an Investment Advisor Representative in the state of California. Before joining Charles Schwab & Co., Inc., Arnold held positions with several other firms including OptionsXpress, Inc., CyberTrader, Inc., and Banc of America Investment Services, Inc. Arnold has extensive experience in various areas of the financial industry, including securities, options, and municipal securities.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
04/13/2006 - Present
Charles Schwab & CO., Inc. (Austin TX)
CA
01/08/2013 - 11/14/2017
OPTIONSXPRESS, INC. (SAN FRANCISCO CA)
TX
02/14/2005 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
MA
07/12/1999 - 03/28/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
02/04/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
02/08/1995 - 02/05/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
10/26/1993 - 12/14/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
07/16/1993 - 10/27/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
11/14/1991 - 06/29/1993
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
NY
01/13/1989 - 10/31/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1986 - 01/24/1989
BARABAN SECURITIES, INC.
IA
Issued 04/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/25/1998
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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