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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Arnold is a financial advisor who is currently registered with Mission Wealth Management, LP. Claudia has been in the industry since 2001 and has experience with providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Claudia has been active in the financial services industry for over 20 years and holds licenses in California. Claudia's current role at Mission Wealth Management involves advising clients on a variety of financial matters, including investment management, retirement planning, and estate planning. Claudia has also worked as an insurance agent.
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.
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.
Family wealth management
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.
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2
CA
10/08/2019 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
AZ
06/21/2007 - 02/03/2014
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
CA
07/19/2006 - 06/19/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (LAJOLLA CA)
CA
11/05/2001 - 07/01/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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