Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Byrd Arnold is a financial advisor with Osaic Wealth, Inc. located in San Antonio, Texas. Frank has over 20 years of experience in the financial services industry and holds Series 6, 63 and 65 licenses. Frank is a Personal Financial Specialist and provides financial planning, portfolio management, and pension consulting services. Frank has previously worked at Signator Investors, Inc., Weaver Tidwell Capital, LLC, Genworth Financial Securities Corporation and C. J. M. Planning Corp..
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.
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
TX
11/02/2018 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
09/28/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
08/20/2010 - 09/02/2016
WEAVER TIDWELL CAPITAL, LLC (SAN ANTONIO TX)
TX
10/24/2005 - 07/16/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (SAN ANTONIO TX)
NJ
01/26/1996 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 01/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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