Unclaimed
Dina Arnold is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Spokane, WA. Dina has been in the financial services industry since 1996 and has a wide range of experience in providing investment advice and financial planning services. Dina is a registered representative with FINRA and holds the Series 7, Series 63, and Series 65 licenses. She is also a registered investment advisor with the state of Washington. Prior to joining Raymond James Financial Services Advisors, Inc. Dina worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Dina's specializations include investment planning, retirement planning, college savings planning, and estate planning. She is committed to providing her clients with personalized financial advice and guidance to help them 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
05/13/2016 - Present
Raymond James Financial Services Advisors, Inc. (SPOKANE WA)
WA
04/18/2008 - 07/17/2009
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
MO
06/17/1997 - 05/05/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WA
08/08/1996 - 08/18/1998
PHELPS & WOODHEAD, INC. (SPOKANE WA)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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