Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Arnold is a financial advisor in Peru, IN. Brian has been in the financial services industry since 2011 and is currently registered with Charles Schwab & Co., Inc. Brian has a series of licenses including Series 6, 7, 9, 10, 63 and 66. In addition to Brian's work with Charles Schwab & Co., Inc., Brian also owns and operates a property management company. Brian has experience working for other firms including MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/10/2019 - Present
Charles Schwab & CO., Inc. (Peru IN)
MA
03/14/2000 - 09/13/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/14/2000 - 09/13/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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