Unclaimed
Arnold Bender is a financial advisor with over 30 years of experience in the industry. Arnold has a strong background in accounting and tax preparation, having owned and operated his own accounting firm since 1987. Arnold also has a long history of working with Cetera Investment Advisers LLC, previously working with the firm from 2015 to 2019 under their former name, Triad Advisors, Inc. Arnold is a Certified Financial Consultant and holds Series 6, 7, 63, and 65 licenses. Arnold's specializations include financial planning, portfolio management, and investment advisory services.
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
IL
02/16/2021 - Present
Cetera Investment Advisers LLC (BUFFALO GROVE IL)
IL
11/02/2017 - 12/03/2019
TRIAD ADVISORS LLC (Deerfield IL)
IL
11/19/1991 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
IL
12/10/1990 - 11/18/1991
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 2/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/6/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/6/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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