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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 Thierry is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Clarkston, MI. Aaron has been in the industry since 2001 and holds a Series 6, 7, 63 and 65 license. Aaron specializes in portfolio management for individuals and businesses. Aaron has experience working with a variety of clients, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Aaron has previously worked at THE O.N. EQUITY SALES COMPANY, ONEAMERICA SECURITIES, INC., and HANTZ FINANCIAL SERVICES, INC. Aaron is committed to providing his clients with personalized financial advice 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.
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
MI
09/01/2021 - Present
Cambridge Investment Research Advisors, Inc. (Clarkston MI)
MI
09/29/2015 - 09/24/2021
THE O.N. EQUITY SALES COMPANY (Auburn Hills MI)
MI
07/21/2011 - 10/07/2015
ONEAMERICA SECURITIES, INC. (AUBURN HILLS MI)
MI
05/24/2001 - 07/14/2011
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 05/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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