Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur William Mcgrath is a financial advisor at Ameriprise Financial Services, LLC in Kensington, MD. Arthur is registered with the state of Maryland and holds Series 63 and 65 licenses. Arthur has been in the financial industry since 1997, with past employment at IDS Life Insurance Company, Josephthal Lyon & Ross Incorporated, and Biltmore Securities, Inc. Ameriprise Financial Services, LLC is a large firm based in Minneapolis, MN with over 1134264 clients and more than $479.8 billion in assets under management. Ameriprise Financial Services, LLC provides a variety of financial services including financial planning, portfolio management, and asset allocation services.
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.
Asset allocation services
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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MD
10/30/2014 - Present
Ameriprise Financial Services, LLC (KENSINGTON MD)
MN
04/28/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/27/1996 - 04/09/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
FL
08/09/1996 - 09/04/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 07/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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