Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Arnold is a financial advisor with over 7 years of experience in the industry. Chad is registered to provide investment advisory services in 53 states and is also registered with FINRA. Chad has a strong background in the financial services industry and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2015. Prior to joining Merrill Lynch, Chad worked at Texans Credit Union. Chad Arnold specializes in providing investment advice to individuals, businesses, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Chad Arnold is committed to providing his clients with the highest level of service and personalized attention.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
08/31/2016 - 09/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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