Unclaimed
Arnold Solalinde is a registered representative of Wells Fargo Clearing Services, LLC, with over 10 years of experience in the financial services industry. Arnold has a Series 63 and Series 65 license, along with the SIE and Series 6TO exams, which demonstrate Arnold's commitment to providing a wide range of financial products and services. Arnold specializes in financial planning, portfolio management for individuals and businesses, and investment consulting services for institutional clients. Arnold has a track record of success in helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
NC
04/11/2023 - Present
Wells Fargo Clearing Services, LLC (WINSTON SALEM NC)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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