Unclaimed
Jeremy Arndt is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been a registered representative with the firm since February 2020, and previously worked at Wal-Mart Stores, Inc. and Bank of America, N.A.. Jeremy Arndt holds licenses in Illinois, Texas, Florida, Arizona, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, Wisconsin, and is also an investment advisor representative in Illinois and Texas. He can provide advice to individuals, businesses, insurance companies, corporations, charitable organizations, pension plans, investment companies, and state or municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
05/12/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Chicago IL)
BOTH
Issued 02/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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