Unclaimed
Gary Arnold is a financial professional with over 30 years of experience in the financial services industry. Gary is currently registered with Investment Network, Inc. and holds a Series 7, 24, 4, 27, 53, 63, and 65 licenses and the SIE certification. He is also a Certified Financial Planner and Chartered Financial Consultant. Gary provides a range of financial services, including financial planning, portfolio management, and tax preparation.
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.
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.
1
2
OH
04/17/2015 - Present
Investment Network, Inc. (CANTON OH)
OH
11/26/2002 - 03/31/2003
SHEPARD & VRBANAC SECURITIES, INC. (AKRON OH)
OH
02/05/1999 - 08/06/2001
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
12/13/1994 - 03/23/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
OH
09/10/1990 - 12/09/1994
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
01/07/1987 - 12/31/1989
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
12/23/1985 - 01/19/1987
MANEQUITY, INC.
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/27/2003
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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