Jon P Arnold
Investment Advisor
- Role
- Investment Advisor and Consultant at Rockport Wealth Advisors at Rockport Wealth Advisors
- Location
- Youngstown, OH, US
- LinkedIn followers
- 500 followers
About Jon P Arnold
Investment Advisory Services are offered through Rockport Wealth Advisors, an SEC…
Experience
Investment Advisor and Consultant at Rockport Wealth Advisors
Feb 2024 — Present · Boardman, OH, US
Assist with client portfolios, service clients, and accumulate assets.
Education
Youngstown State University
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
1999 — 2005
State of Ohio Department of Insurance
License to sell Life, Health, Annuities , Annuity, Life and Health Insurance License
2000 — 2001
University of Phoenix
Master of Business Administration - MBA, Human Resources Management/Personnel Administration, General
FINRA Securities Licensure
FINRA Securities Licenses Series 24, 7, 6, 66, 63
2001 — 2007
Hondros College
Licensed Real Estate Agent, Real Estate
Hondros College
Ohio Mortgage Officer License, Finance, General
Skills
- Small Business
- Investment Strategies
- Investments
- Strategic Financial Planning
- Investment Advisory
- Entrepreneurship
- Advertising
- Fixed Annuities
- Retirement Planning
- Financial Services
- Business Strategy
- Leadership
- Securities
- New Business Development
- Budgets
- Finance
- Investment Management
- Business Planning
- Strategic Planning
- Wealth
- Financial Advisory
- Series 7
- Sales Management
- Portfolio Management
- Sales
- Selling Skills
- Wealth Management Services
- Wealth Management
- Fundraising
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