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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Anton Milne is an investment advisor representative with Brokers International Financial Services, LLC, a firm that specializes in providing a range of advisory services, including financial planning, educational seminars, portfolio management for individuals, and publication of periodicals. Aaron has over 14 years of experience in the financial services industry. He has held previous positions with LPL Financial LLC, Lincoln Investment, 1st Global Capital Corp., Questor Capital Corporation, ProEquities, Inc., and MML Investors Services, LLC. Aaron is registered with the state of New Hampshire and holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
08/18/2023 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
NH
06/27/2022 - 09/01/2023
LPL FINANCIAL LLC (BEDFORD NH)
NH
07/16/2019 - 06/30/2022
LINCOLN INVESTMENT (Dover NH)
NH
03/07/2018 - 07/11/2019
1ST GLOBAL CAPITAL CORP. (LEBANON NH)
NH
02/16/2016 - 03/20/2018
QUESTAR CAPITAL CORPORATION (Rochester NH)
NH
09/18/2015 - 03/03/2016
PROEQUITIES, INC. (BARRINGTON NH)
NH
08/24/2009 - 09/23/2015
MML INVESTORS SERVICES, LLC (BARRINGTON NH)
IA
Issued 08/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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