Unclaimed
Barry S. Arnold is an investment advisor representative at Global View Capital Management LLC, with over 30 years of experience in the industry. He has a strong background in portfolio management, research and analysis, and financial planning. Barry is a registered investment advisor in Wisconsin and Texas and holds the Series 6, 7, and 66 licenses. He has served as Chief Investment Officer, Senior Portfolio Manager, and Director of Research at Global View Capital Management. Barry is also a Board Member and Treasurer of the National Association of Active Investment Managers (NAAIM). He is committed to providing his clients with personalized financial advice and helping them achieve their long-term financial 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
02/20/2017 - Present
Global View Capital Management LLC (WAUKESHA WI)
WI
01/13/2017 - 01/27/2017
THRIVENT INVESTMENT MANAGEMENT INC. (MADISON WI)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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