Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arnoldo? Claim Your ProfileArnoldo Garza is an investment advisor representative for Global View Capital Management LLC. Arnoldo has been in the industry since 2003. Arnoldo is registered to provide investment advice in Illinois and Texas. Arnoldo has been registered with Global View Capital Management LLC since 2014. Previously, Arnoldo was associated with PURSHE KAPLAN STERLING INVESTMENTS, THE STRATEGIC FINANCIAL ALLIANCE, INC., and WORLD GROUP SECURITIES, INC.. Arnoldo holds Series 6, Series 26, Series 63, and Series 65 securities licenses. Arnoldo is also an insurance agent for Global View Capital Insurance Services, LLC, and Experior Financial Group, Inc. Arnoldo is a licensed financial planner and provides investment advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
08/25/2017 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/02/2014 - 06/30/2014
PURSHE KAPLAN STERLING INVESTMENTS (WAUKESHA WI)
GA
11/29/2011 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
03/21/2003 - 11/29/2011
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 02/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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