Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnold? Claim Your ProfileArnold Samuel is a financial advisor with over 20 years of experience in the industry. Arnold is currently registered with The Ameriflex Group and is licensed to provide investment advice in California and Texas. Arnold offers comprehensive wealth management, financial planning, and investment advisory services. Arnold is also a licensed insurance agent. Arnold has worked for several financial institutions, including Wedbush Securities Inc., Sagepoint Financial, Inc., and Raymond James Financial Services, Inc. Arnold holds Series 7, 6, 9, 63 and 66 securities licenses and the SIE exam.
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.
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.
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2
CA
11/12/2021 - Present
THE Ameriflex Group (Westlake Village CA)
CA
03/10/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTLAKE VILLAGE CA)
CA
02/20/2009 - 03/10/2016
WEDBUSH SECURITIES INC. (THOUSAND OAKS CA)
CA
02/22/2008 - 10/15/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (THOUSAND OAKS CA)
CA
04/30/2007 - 02/29/2008
INVEST FINANCIAL CORPORATION (WESTLAKE VILLAGE CA)
CA
08/17/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (BURBANK CA)
TX
08/23/2001 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
OH
10/06/2000 - 08/23/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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