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Aaron Benjamin Davis

Preferred Retirement Options, Inc.

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About Aaron Benjamin Davis

Aaron Davis is a registered Investment Advisor Representative with Preferred Retirement Options, Inc. in Las Vegas, Nevada. Aaron is also a licensed Insurance Agent for Barkdull Financial Group, also in Las Vegas. Aaron has been in the financial industry since 2014 and holds Series 6, 7, 63, 65 and SIE licenses. Aaron provides financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Aaron Davis is currently registered with Preferred Retirement Options, Inc.. Preferred Retirement Options, Inc. is an investment advisor registered with the SEC. They have 4 licensed agents and 5 investment advisor representatives. They offer financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They manage approximately 480 client accounts.

Not reported

Assets Under Management

480

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Davis’s Registration & Firm History

NV

10/11/2018 - Present

Preferred Retirement Options, Inc. (Las Vegas NV)

NV

07/16/2014 - 02/16/2016

MML INVESTORS SERVICES, LLC (LAS VEGAS NV)

NV

04/28/2014 - 07/03/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 04/23/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/27/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Benjamin Davis.
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