Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Sandry is a financial advisor with over 5 years of experience in the financial services industry. He specializes in providing financial planning and portfolio management services to individuals, families, and businesses. He currently works at Key Investment Services LLC and is registered to provide investment advice in Colorado. In addition to his investment experience, Aaron has held various roles at companies like Raymond James Financial Services, Inc., U.S. Bancorp Investments, Inc., and Cetera Financial Specialists LLC. Aaron has passed the Series 63, Series 66, SIE, and Series 7 exams. He holds a license to provide investment advice in Colorado and California. He is also registered with 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/06/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
CO
10/03/2022 - 02/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOULDER CO)
CO
10/03/2019 - 10/06/2022
U.S. BANCORP INVESTMENTS, INC. (DENVER CO)
CO
06/30/2018 - 10/04/2019
CETERA ADVISOR NETWORKS LLC (DENVER CO)
CO
06/30/2018 - 10/04/2019
CETERA ADVISORS LLC (DENVER CO)
CO
06/30/2018 - 10/04/2019
CETERA FINANCIAL SPECIALISTS LLC (DENVER CO)
CO
06/30/2018 - 10/04/2019
CETERA INVESTMENT SERVICES LLC (DENVER CO)
CO
06/30/2018 - 10/04/2019
FIRST ALLIED SECURITIES, INC. (DENVER CO)
CO
06/30/2018 - 10/04/2019
SUMMIT BROKERAGE SERVICES, INC. (DENVER CO)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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