Unclaimed
Arthur Holtfreter is a financial professional with over 25 years of experience in the industry. Arthur is currently registered with Cambridge Investment Research, Inc. in Sylvania, OH and has been with the firm since December 2021. Arthur holds the Series 7, Series 63, and SIE licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since June 1997. Arthur has experience in the financial services industry, having previously worked for The O.N. Equity Sales Company and MML Investors Services, Inc.
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.
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.
1
2
OH
12/21/2021 - Present
Cambridge Investment Research, Inc. (Sylvania OH)
OH
04/08/2003 - 12/31/2021
THE O.N. EQUITY SALES COMPANY (Sylvania OH)
MA
07/15/1997 - 04/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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