Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arrin? Claim Your ProfileArrin Michelle Simpson is a financial advisor with Trajan Wealth, LLC. Arrin has been in the financial services industry for over eight years. Arrin is registered to provide investment advice in Texas. Arrin is also a licensed insurance agent in Texas and has over 40 hours of insurance sales experience per month. Arrin's background is in financial planning, portfolio management and investment advisory services for individuals, high-net-worth individuals, and investment companies. Arrin has also provided educational seminars on these topics. Arrin's primary office is in Scottsdale, Arizona.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
AZ
02/15/2023 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
TX
03/08/2021 - 08/12/2021
MML INVESTORS SERVICES, LLC (DALLAS TX)
FL
03/31/2020 - 02/12/2021
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
01/02/2019 - 04/02/2020
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
NA
07/21/2014 - 03/24/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (Mildenhall, Suffolk )
IA
Issued 08/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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