Claudia Arnold-SawafCRD Number: 4470063
Current Firm: Dynamic Wealth Advisors
Claudia Arnold-Sawaf (CRD# 4470063) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Dynamic Wealth Advisors||Scottsdale, AZ||Jan 2014 - Current||2|
|National Planning Corporation||Huntington Beach, CA||Jun 2007 - Jan 2014||6|
|Trilogy Financial Services||Huntington Beach, CA||Jun 2007 - Jan 2014||6|
|Lincoln Financial Advisors||La Jolla, CA||Jul 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
|S66||NASAA Uniform Combined State Law Examination||May 2004|
Total Assets Under Management538MILLIONS
Total Number of Accounts3,397ACCOUNTS
Average Account Value$158,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TX, VA