Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Meyer is a financial advisor who has been in the industry since November 5, 2020. Aaron is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in Arizona, California, Florida, Illinois, Minnesota, North Carolina, North Dakota, South Dakota, Texas and Washington. Aaron is also registered as an investment advisor representative in Minnesota, North Dakota and Texas. Aaron previously worked at THRIVENT INVESTMENT MANAGEMENT INC. and Andy Oman State Farm.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
11/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (Crookston MN)
MN
11/06/2020 - 08/31/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Crookston MN)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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