Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Beers is a financial advisor who has been in the industry for over 5 years. Aaron is currently registered with Edward Jones, a firm with over 20,000 financial advisors across the United States, offering financial advice and investment products to individual investors and their families. Before joining Edward Jones, Aaron worked with UBS Financial Services Inc. and Vanguard Marketing Corporation. Aaron holds the Series 7, 63, and 66 licenses, which allows Aaron to provide comprehensive financial services including investment advice and retirement planning. Aaron is committed to helping clients achieve their financial goals and believes in building long-term relationships with clients.
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
GA
06/20/2024 - Present
Edward Jones (SAVANNAH GA)
NJ
10/11/2022 - 05/28/2024
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
PA
10/03/2019 - 09/13/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 06/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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