Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arturo? Claim Your ProfileArturo Pulido is a financial advisor with Navy Federal Investment Services, LLC. Arturo is a Series 7, Series 63, Series 52TO, Series 53, and Series 24 licensed professional with over five years of experience in the financial services industry. Arturo has previously worked at TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. Arturo specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/09/2022 - Present
Navy Federal Investment Services, LLC (San Diego CA)
NE
03/04/2021 - 05/03/2022
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CA
02/07/2018 - 05/03/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
04/04/2019 - 07/27/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 02/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2020
Series 4 - Registered Options Principal Examination
BC
Issued 03/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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