Unclaimed
Arthur Saxon is a financial advisor who has been in the industry since 2015. Arthur is registered with the state of Pennsylvania, Arizona, and Texas. Arthur has a Series 7, Series 63, and SIE licenses, and is also a Certified Financial Planner. Arthur's firm is Vanguard Advisers, Inc., and they are located in Malvern, Pennsylvania. Arthur specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
08/07/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 11/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Arthur Saxon is the right advisor for you? Invested Better is here to help.