Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Soderstrom is a financial advisor at Cambridge Investment Research Advisors, Inc.. Aaron has been in the financial industry since 2009. Aaron has offices in Keller, TX and is registered to provide investment advice in 29 states and the District of Columbia. Aaron specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
11/30/2016 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
02/18/2011 - 06/19/2013
WELLS FARGO ADVISORS, LLC (ADDISON TX)
TX
09/22/2010 - 12/23/2010
CHASE INVESTMENT SERVICES CORP. (DENTON TX)
UT
11/20/2008 - 09/14/2010
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
TX
01/01/2008 - 10/31/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/18/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
UT
01/23/2006 - 09/20/2007
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 01/02/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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