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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 Mulvaney is a financial advisor with Edelman Financial Engines in SAN DIEGO, CA. Aaron has been in the financial services industry for over 26 years. Aaron has held various roles at other firms, including EF LEGACY SECURITIES, LLC, SANDERS MORRIS HARRIS LLC, CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN FINANCIAL ADVISORS CORPORATION.
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
10/15/2020 - Present
Edelman Financial Engines (SAN DIEGO CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COSTA MESA CA)
CA
01/20/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COSTA MESA CA)
CA
12/04/2003 - 01/26/2015
CHARLES SCHWAB & CO., INC. (LA JOLLA CA)
MN
06/06/2002 - 11/19/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
05/12/2000 - 06/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IN
09/29/1994 - 05/05/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/29/1994 - 05/05/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 06/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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