Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Arnold is a financial advisor with Commonwealth Financial Network. James is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of experience in the financial industry. James has been with Commonwealth Financial Network since 2012 and has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, and businesses. James is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/01/2012 - Present
Commonwealth Financial Network (COTTAGE GROVE WI)
WI
06/04/2004 - 05/10/2012
LPL FINANCIAL LLC (COTTAGE GROVE WI)
MO
09/21/1999 - 06/08/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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