Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rupal? Claim Your ProfileRupal Poltack is a financial advisor with Arvest Wealth Management. Rupal is a registered representative and investment advisor representative. Rupal has been in the financial services industry for over 11 years. Rupal holds Series 63, Series 66, and Series 7 licenses and the SIE exam. Rupal is also a general securities principal. Prior to joining Arvest Wealth Management, Rupal was a financial advisor with Fidelity Brokerage Services LLC. Rupal provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
AR
07/02/2020 - Present
Arvest Wealth Management (BENTONVILLE AR)
MA
05/01/2018 - 03/20/2019
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 07/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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