Unclaimed
Byron Arnold is a financial advisor at Osaic Wealth, Inc. Byron has over 10 years of experience in the financial services industry. Byron is a Certified Financial Planner™ professional and holds the Series 7, 24, 52TO, 53, and 66 securities licenses. Byron is registered with the state of Texas as an investment advisor representative. Byron specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
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.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (BEAUMONT TX)
TX
06/04/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEAUMONT TX)
MO
04/15/2013 - 05/17/2013
EDWARD JONES (ST. LOUIS MO)
TX
05/13/2011 - 11/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEAUMONT TX)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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