Unclaimed
Peter Marvin Arnold is a registered representative with LPL Financial LLC, based in Fresno, California. Peter has over 30 years of experience in the financial services industry. Peter has a broad range of experience, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Franklin Distributors, Inc. Peter is a registered investment advisor in California and Texas and holds several industry certifications including Series 6, 7, 63, and 65. Peter specializes in providing financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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
CA
01/07/2018 - Present
LPL Financial LLC (FRESNO CA)
CA
04/24/1990 - 12/12/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
CA
01/29/1987 - 02/13/1990
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 08/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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