Unclaimed
Arthur Baird is an investment advisor representative with Cetera Investment Advisers LLC in Luzerne, Pennsylvania. He has been in the financial services industry for over 30 years. Arthur has a wide range of experience, having worked with various firms like Voya Financial Advisors, Inc., LPL Financial LLC, and PNC INVESTMENTS. He is also a licensed insurance agent, a part-time employee at a brewery and a secretary/treasurer for a homeowners association.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LUZERNE PA)
PA
07/14/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DALLAS PA)
PA
09/12/2013 - 04/17/2020
VOYA FINANCIAL ADVISORS, INC. (DALLAS PA)
PA
11/04/2005 - 02/13/2012
LPL FINANCIAL LLC (SHAVERTOWN PA)
PA
01/01/2004 - 11/02/2005
PNC INVESTMENTS (WEST PITTSTON PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
06/25/1993 - 06/06/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NJ
10/24/1991 - 06/23/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/24/1991 - 06/23/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 9/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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