Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Knapp is a financial advisor with over 27 years of experience in the financial services industry. Aaron is currently registered with LPL Financial LLC and is licensed in 26 states. Aaron also holds Series 6, 7, 63 and 65 securities licenses, as well as the SIE exam. In addition to his experience in the financial services industry, Aaron has a strong understanding of the investment and insurance markets. He provides a variety of services to his clients, including financial planning, portfolio management and insurance products. Aaron has a commitment to providing his clients with personalized service and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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ME
02/10/2003 - Present
LPL Financial LLC (FARMINGTON ME)
ME
10/13/1995 - 10/09/1996
NLBS ADVISERS, INC. (WATERVILLE ME)
IA
Issued 02/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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