AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EA

Eric B. Arnold

Some features on this profile are disabled
CRD#: 1031221
EA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Bruce Arnold was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1982. Eric had worked at 6 firms and has passed the Series 63, SIE, Series 6, Series 22 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 5, 2010 - February 2, 2016

FENWICK SECURITIES, INC.

RIA
CRD#: 45353
KALAMAZOO, MI
Past

September 30, 1998 - December 15, 2016

FENWICK SECURITIES, INC.

BD
CRD#: 45353
KALAMAZOO, MI
Past

February 9, 1988 - July 6, 1998

DFS SECURITIES, INC.

BD
CRD#: 20972
PORTAGE, MI
Past

March 27, 1985 - March 15, 1988

PRIMUS FINANCIAL SERVICES, INC.

BD
CRD#: 677
Past

December 12, 1984 - April 18, 1985

U.S. MUTUAL SECURITIES CORP.

BD
CRD#: 7046
Past

July 23, 1983 - March 26, 1985

CALDER SECURITIES, INC.

BD
CRD#: 10541
Past

March 30, 1982 - April 26, 1983

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/29/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FS
FENWICK SECURITIES, INC.
FENWICK SECURITIES, INC.

CRD#: 45353 / SEC#: , 8-51023

BD
Terminated by SEC on 02/13/2017
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5217 Lovers Lane, Kalamazoo, MI 49002
Mailing Address
Phone number
Established
Michigan since 04/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ARNOLD, ERIC BRUCEPRESIDENT/CHIEF COMPLIANCE OFFICER1031221
LENART, BRIAN DOUGLASFINOP736107

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FENWICK SECURITIES, INC.

CRD#: 45353

TRUST BUT VERIFY

Monitor Eric Arnold

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics