Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Ames is a financial advisor with LPL Financial LLC, a well-established firm with over $50 billion in assets under management. Aaron has been active in the financial industry since 2001, and has a breadth of experience and knowledge of the market. Aaron has passed the SIE, Series 7, and Series 63 exams and is licensed in 20 states. Aaron has a strong background in providing investment advice to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
11/15/2016 - Present
LPL Financial LLC (OXFORD OH)
OH
02/13/2002 - 08/08/2006
THE HUNTINGTON INVESTMENT COMPANY (GARFIELD HTS. OH)
MN
05/21/2001 - 12/20/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/21/2001 - 12/20/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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