Unclaimed
Matthew Arnoult is a financial advisor with over ten years of experience in the financial services industry. He is currently registered with USI Advisors, a firm that provides a range of advisory services to a diverse clientele, including corporations, insurance companies, charitable organizations, and pension plans. Matthew has a broad range of experience in the financial services industry, including prior roles with LPL Financial LLC, Cetera Advisor Networks LLC, and Lockton Investment Securities, LLC. He holds Series 6, Series 63 and Series 65 licenses and the SIE designation, and his specialties include retirement planning, insurance and wealth management.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Seminars and consultations
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
CT
12/12/2023 - Present
USI Advisors (GLASTONBURY CT)
TX
11/15/2018 - 12/13/2021
LOCKTON INVESTMENT SECURITIES, LLC (HOUSTON TX)
TX
08/09/2017 - 12/19/2018
CETERA ADVISOR NETWORKS LLC (HOUSTON TX)
TX
04/04/2013 - 08/29/2017
LPL FINANCIAL LLC (HOUSTON TX)
IA
Issued 01/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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