Unclaimed
Aaron Becker is a financial advisor with Edward Jones, a firm that has been providing financial advice and services since 1922. Aaron has been in the industry for over 20 years, serving clients across various states. Aaron Becker is also a Certified Financial Planner, which means he is committed to providing comprehensive and personalized financial planning services. Aaron specializes in financial planning, portfolio management, and investment advisory services for individuals, businesses, and pension plans. In addition to his experience and credentials, Aaron is committed to building strong relationships with his clients and providing them with the best possible financial guidance. Aaron is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
See schedule d - miscellaneous
1
2
NE
10/27/2020 - Present
Edward Jones (OMAHA NE)
NY
06/16/2000 - 01/23/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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