Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Lavallie is a financial advisor at Kestra Advisory Services, LLC, with over 30 years of experience in the industry. Arthur provides a range of services, including financial planning and portfolio management for businesses and individuals. Arthur has a strong understanding of the financial markets and is committed to helping clients reach their financial goals. Arthur has also previously worked with The Advisors Group of Chicago, LLC, NFP Securities, Kestra Investment Services, LLC, and The Advisors Group, Inc. Arthur is licensed in several states, including Illinois, Indiana, Michigan, Oregon, and Tennessee.
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
IL
04/21/2016 - Present
Kestra Advisory Services, LLC (BURR RIDGE IL)
NE
10/31/2003 - 11/22/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
08/19/1986 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 10/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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