Unclaimed
Aaron Austin Newman is a registered investment advisor representative with Cetera Investment Advisers LLC. Aaron has been in the securities industry since January 18, 2015. Aaron is licensed in 11 states and is qualified to advise individuals, businesses, trusts, and estates. Aaron is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Prior to joining Cetera Investment Advisers LLC, Aaron worked as a financial advisor with Foresters Financial Services, Inc. Aaron holds a Series 6, Series 7, Series 63, and Series 65 license.
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.
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.
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2
GA
01/24/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/19/2015 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 3/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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