Unclaimed
Arnold McFarlane is a financial advisor with LPL Financial LLC. Arnold has been in the financial industry for over 35 years and has held previous positions at Associated Securities Corp., FSC Securities Corporation, and Thrivent Investment Management Inc. Arnold has Series 6, Series 26, and SIE licenses and is registered with the states of Florida and Georgia. Arnold provides a range of financial planning services, including portfolio management for individuals and businesses, investment management, and consulting 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
09/08/2009 - Present
LPL Financial LLC (NAPLES FL)
FL
11/26/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (NAPLES FL)
FL
01/23/2003 - 11/28/2008
FSC SECURITIES CORPORATION (NAPLES FL)
MN
06/09/1987 - 12/31/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 06/06/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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