AP
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Arnold Pechler

18 Years of Experience
Fairport, NY
BrokerSells Insurance

Arnold Pechler is a registered investment advisor, based in Fairport, NY, with 18 years of industry experience.

Location

6800 Pittsford-Palmyra Road, Suite 250, Fairport, NY, 14425

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Arnold owns and manages Lifetime Planning, Inc., a financial planning business, dedicating about 10-20% of his time. He also works as a salesperson for Fixed Insurance, advising clients on fixed life, annuity, disability, and long-term care insurance, spending a few hours per week.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
September 2023 - Present · 2 yrs 10 mos
J.W. Cole Financial, INC.
September 2023 - Present · 2 yrs 10 mos
J.W. Cole Financial, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - October 2023 · 1 yr 11 mos
Ameritas Advisory Services
May 2008 - November 2021 · 13 yrs 6 mos
Ameritas Investment Company, LLCBroker
February 2008 - October 2023 · 15 yrs 8 mos
State Registrations17 states
CAFLGAILMAMDNCNVNYOHPASCTNTXVAVTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Arnold Pechler - Financial Advisor | TrueAdvisor