Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Rowe is an investment advisor representative at Edelman Financial Engines. He is also a registered investment advisor in the state of Virginia. Aaron has a wide range of experience in the financial services industry, having worked for several firms, including EF Legacy Securities, LLC, Sanders Morris Harris LLC, SunTrust Investment Services, Inc., Wachovia Securities Financial Network, LLC, Wachovia Securities, LLC, and AXA Advisors, LLC. He holds the Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses. Aaron is a trusted advisor who can help individuals and families achieve their financial goals.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (HENRICO VA)
VA
03/29/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
09/27/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
VA
12/11/2007 - 09/15/2010
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
09/28/2004 - 12/04/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MO
06/16/2004 - 05/11/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/01/2000 - 06/10/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 3/7/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 2/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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