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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Charles Schmoekel is a financial advisor with Edelman Financial Engines. Aaron has been in the financial industry since 1999. Aaron is registered with the state of California as an Investment Advisor Representative. Aaron holds licenses including Series 6, 7, 24, 63, and 65. Aaron has completed the SIE exam and is a Certified Financial Planner. Aaron is also a board member of the Woodland Healthcare Foundation.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
CA
07/25/2022 - Present
Edelman Financial Engines (WOODLAND CA)
CA
12/14/2006 - 02/24/2018
LPL FINANCIAL LLC (WOODLAND CA)
CA
10/07/1999 - 12/15/2006
VALIC FINANCIAL ADVISORS, INC. (WOODLAND CA)
TX
10/07/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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