Unclaimed
David Arnold is a financial advisor at Hantz Financial Services, Inc. with over 7 years of experience in the industry. David holds Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. David is registered in 14 states and has a strong track record of providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. David is committed to helping his clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
04/10/2017 - Present
Hantz Financial Services, Inc. (TRAVERSE CITY MI)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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