Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnold? Claim Your ProfileArnold Blumenfeld is a financial advisor with Ameriprise Financial Services, LLC in Westport, CT. Arnold has been in the financial services industry since 1979. Arnold has a strong track record of success in helping individuals and families reach their financial goals. Arnold is committed to providing personalized service and helping clients understand their financial options. Arnold has a wide range of experience in financial planning, investment management, and retirement planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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CT
11/13/2017 - Present
Ameriprise Financial Services, LLC (Westport CT)
CT
07/24/2009 - 11/13/2017
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
06/01/2009 - 08/14/2009
MORGAN STANLEY SMITH BARNEY (WESTPORT CT)
CT
03/19/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
MO
10/01/1999 - 03/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/16/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/01/1985 - 08/18/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
04/27/1985 - 10/01/1985
JII SECURITIES INC.
NA
05/29/1981 - 01/29/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
04/24/1980 - 08/08/1981
THOMSON MCKINNON SECURITIES INC.
NA
07/27/1979 - 03/25/1980
J. B. HANAUER & CO.
IA
Issued 10/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1979
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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