Unclaimed
Colin Arnold is a financial professional with over 8 years of experience in the financial services industry. Colin currently works at PT Asset Management, LLC where they have been employed since February 2021. Colin has experience at several previous firms including J.P. Morgan Institutional Investments Inc., Invesco Distributors, Inc., and Edward Jones. Colin has a broad range of experience and expertise, including Series 66, Series 24, Series 7, and SIE licenses. Colin holds registrations in 52 states and one US Territory and is an active investment advisor representative in the state of Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/26/2021 - Present
PT Asset Management, LLC (CHICAGO IL)
IL
07/11/2019 - 02/16/2021
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
09/29/2015 - 05/30/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
08/12/2014 - 08/31/2015
EDWARD JONES (BARRINGTON IL)
BOTH
Issued 10/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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