Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arnold has been a financial professional since 1984. Robert is a Registered Representative and Investment Advisor Representative with Avantax Advisory Services. Robert is a specialist in developing personalized financial plans for individuals and families, and providing investment advice. Robert works closely with clients to understand their goals, risk tolerance, and financial situation, and then develops a customized plan to help them achieve 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WA
10/25/2019 - Present
Avantax Advisory Services (BOTHELL WA)
WA
07/08/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BOTHELL WA)
KS
02/24/1984 - 07/08/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 03/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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