Unclaimed
Aaron Jones is an investment professional with over 10 years of experience. Aaron is currently registered with Athene Securities, LLC and is licensed in Iowa. Aaron has held previous positions with N.I.S. FINANCIAL SERVICES, INC., DIRECTED SERVICES LLC, and PRINCOR FINANCIAL SERVICES CORPORATION. Aaron holds Series 6, 26, and 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IA
01/10/2022 - Present
Athene Securities, LLC (WEST DES MOINES IA)
MO
01/28/2020 - 11/22/2021
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
05/18/2012 - 09/11/2019
DIRECTED SERVICES LLC (DES MOINES IA)
IA
09/06/2010 - 03/22/2011
PRINCOR FINANCIAL SERVICES CORPORATION (WEST DES MOINES IA)
BC
Issued 10/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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