Unclaimed
Marcus Arnold is a financial advisor with Cambridge Investment Research Advisors, Inc. He is licensed in 7 states and specializes in various financial products and services. He is also an independent insurance agent for various insurance companies. Marcus has been in the financial services industry since January 2017. He has a diverse background, having worked in various roles, including insurance and restaurant management. He is dedicated to helping individuals and families reach their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/20/2020 - Present
Cambridge Investment Research Advisors, Inc. (Bellville OH)
OH
04/17/2018 - 07/23/2020
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
01/20/2017 - 04/18/2018
NYLIFE SECURITIES LLC (DUBLIN OH)
BC
Issued 07/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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