Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen McArthur is a financial advisor with Ameriprise Financial Services, LLC. Eileen has over 30 years of experience in the financial industry. Eileen has a strong background in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Eileen is dedicated to helping clients achieve their financial goals. Eileen has worked with a variety of firms in the past including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Prudential Securities Incorporated, UBS PaineWebber Inc., Smith Barney Inc., D.E. Frey & Company, Inc., and Dean Witter Reynolds Inc. Eileen has a Series 63, Series 7 and SIE license. Eileen is registered in 25 states.
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.
Asset allocation services
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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AZ
07/02/2012 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
AZ
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (PEORIA AZ)
AZ
12/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEORIA AZ)
NY
12/17/2001 - 12/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/27/1994 - 12/20/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/14/1994 - 06/07/1994
SMITH BARNEY INC. (NEW YORK NY)
CO
01/06/1993 - 01/01/1994
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
06/26/1991 - 01/08/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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