Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Arthachinda is a financial advisor who joined Truist Investment Services, Inc. in June 2022. Nick has been a financial professional since June 2010. Nick previously worked at UMB Financial Services, Inc. in Kansas City, MO, and Westcott Investment Group in Dallas, TX. Nick holds several licenses including Series 7, Series 52, Series 53, Series 24, Series 66, and SIE. Nick is registered with the state of Texas. Truist Advisory Services, Inc. is a firm with a focus on financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/24/2022 - Present
Truist Advisory Services, Inc. (DALLAS TX)
MO
10/22/2018 - 05/20/2019
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
03/25/2013 - 06/12/2017
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 8/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 9/18/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/4/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 3/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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