Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Arnold is an investment advisor representative currently registered with Oxford Wealth Group, LLC in Florida. Curtis has been in the industry since 2018 and previously worked at Commonwealth Financial Network and Edward Jones. Curtis is Series 66, Series 7 and SIE licensed and specializes in providing financial planning, portfolio management, and selection of other advisors services.
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.
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.
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2
FL
08/10/2023 - Present
Oxford Wealth Group, LLC (Tampa FL)
WI
02/19/2020 - 07/19/2023
COMMONWEALTH FINANCIAL NETWORK (Madison WI)
WI
06/06/2018 - 12/20/2019
EDWARD JONES (Fitchburg WI)
BOTH
Issued 06/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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