Unclaimed
Arnold Magid is a financial advisor in Suffield, CT, with over 20 years of experience in the financial services industry. Arnold Magid is a registered representative with Cambridge Investment Research Advisors, Inc.. Arnold Magid has passed the Series 7, Series 24, Series 66, Series 99TO and SIE exams. Arnold Magid specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Arnold Magid is also a registered investment advisor and has been recognized as a top advisor in the industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
04/08/2010 - Present
Cambridge Investment Research Advisors, Inc. (Suffield CT)
CT
09/08/2006 - 03/30/2010
GUNNALLEN FINANCIAL, INC (SUFFIELD CT)
CT
08/23/2000 - 09/18/2006
AXA ADVISORS, LLC (MILFORD CT)
BOTH
Issued 08/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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