Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ben Arnold is a financial advisor with over 16 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. David is registered with United Planners' Financial Services of America a Limited Partner. David provides financial planning, investment advisory, and portfolio management services to individuals, high net worth individuals, and businesses. David has a strong track record of success in helping clients achieve their financial goals. David also has experience in providing pension consulting services. David is committed to providing personalized service to his clients and helping them make informed financial decisions.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
12/01/2022 - Present
United Planners' Financial Services OF America A Limited Partner (GAITHERSBURG MD)
MD
07/12/2006 - 08/07/2019
NATIONWIDE SECURITIES, LLC (ROCKVILLE MD)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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