Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Schlosser is a financial advisor registered with Independent Advisor Alliance, LLC based in Toledo, Ohio. Arthur has been in the industry since 1993 and is licensed to sell securities in Florida, Michigan, Mississippi, New York and Ohio. Arthur has a history of working with clients of all types, including individuals, families, businesses, pension and profit sharing plans, and charitable organizations.
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.
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2
OH
08/10/2017 - Present
Independent Advisor Alliance, LLC (Toledo OH)
OH
03/25/2017 - 08/15/2017
MML INVESTORS SERVICES, LLC (TOLEDO OH)
OH
11/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
12/18/2014 - 11/16/2015
LPL FINANCIAL LLC (SYLVANIA OH)
OH
09/19/1996 - 01/07/2015
CUNA BROKERAGE SERVICES, INC. (OREGON OH)
NY
12/16/1994 - 09/07/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
09/23/1993 - 11/18/1994
A. T. BROD & CO. INC. (CLEVELAND OH)
IA
Issued 01/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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