Haldun Arin
Investment adviser representative at The Ameriflex Group
16 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- The Ameriflex GroupSep 2026 to now
- Cambridge Investment Research, Inc.Sep 2026 to now
- Montgomery Pacific CorporationJun 2024 to now
- Haldun Arin/ Independent Insurance AgentMay 2020 to now
- United Planners Financial ServicesNov 2023 to Sep 2026
- Principal Life Insurance CompanyFeb 2021 to Nov 2023
- Principal Securities IncFeb 2021 to Nov 2023
- PeaqxonAug 2017 to Jan 2021
- Qnet LtdJan 2010 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7290222
- Firm CRD
- 305585