Unclaimed
Arthur Schlobohm is a financial advisor currently registered with Oxford Financial Group, Ltd. Arthur Schlobohm's experience in the financial services industry spans over two decades. Previously, Arthur Schlobohm worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, G-2 TRADING,LLC, CHERRY TREE & ASSOCIATES, LLC, US ARMA PARTNERS LP and ELECTRONIC TRADING GROUP, LLC.
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.
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.
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2
MN
08/15/2016 - Present
Oxford Financial Group, Ltd. (Minneapolis MN)
MN
04/02/2013 - 08/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
NY
05/07/2009 - 03/07/2013
G-2 TRADING,LLC (NEW YORK NY)
MN
04/27/2007 - 05/12/2009
CHERRY TREE & ASSOCIATES, LLC (MINNETONKA MN)
MN
11/11/2005 - 04/17/2007
US ARMA PARTNERS LP (LONGLAKE MN)
NY
11/16/2000 - 10/04/2005
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
NY
04/23/1997 - 11/16/2000
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
BOTH
Issued 05/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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