Unclaimed
Arnold Pechler is an investment advisor representative registered with J. W. Cole Advisors, Inc.. Arnold has been in the industry since February 20, 2008. J. W. Cole Advisors, Inc. is a registered investment advisor firm with offices in Fairport, NY, Tampa, FL and Dansville, NY. Arnold has licenses in several states and has been registered with the Securities and Exchange Commission (SEC) since September 29, 2023. Arnold specializes in providing financial planning, portfolio management and selection of other advisors services. Arnold also offers consulting services on an hourly and fixed rate basis.
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.
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.
Hourly & fixed rate consulting
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
NY
09/29/2023 - Present
J. W. Cole Advisors, Inc. (Fairport NY)
NY
02/21/2008 - 10/18/2023
AMERITAS INVESTMENT COMPANY, LLC (Fairport NY)
BOTH
Issued 04/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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