Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Artiz? Claim Your ProfileArtiz Stroud is an investment advisor representative at Avantax Advisory Services in Dallas, Texas. Artiz has over 16 years of experience in the financial services industry. Artiz Stroud is licensed to provide financial and investment advice in Texas. Artiz is also a registered representative with FINRA and the state of Texas. Artiz Stroud is committed to providing clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/06/2024 - Present
Avantax Advisory Services (DALLAS TX)
TX
08/03/2007 - 06/22/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 03/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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