Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Bethune is a financial advisor with over 9 years of experience in the financial services industry. Aaron has a strong background in various financial areas, including investment advising and insurance. Aaron is currently registered with LPL Financial LLC and holds multiple licenses, including Series 6, 63, 26, and 65. Before joining LPL Financial LLC, Aaron worked with Lincoln Financial Advisors Corporation, ProEquities, Inc. and GWN Securities, Inc., where he gained a diverse understanding of the industry. Aaron provides financial advice to various clients, including individuals, businesses, high-net-worth individuals, and retirement plans. His services include financial planning, portfolio management, and consulting.
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.
1
2
AL
02/13/2023 - Present
LPL Financial LLC (OPELIKA AL)
AL
05/17/2019 - 02/13/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (MONTGOMERY AL)
AL
10/11/2016 - 06/14/2019
PROEQUITIES, INC. (MONTGOMERY AL)
AL
02/22/2016 - 09/16/2016
GWN SECURITIES INC. (Montgomery AL)
AL
02/18/2014 - 02/19/2016
PFS INVESTMENTS INC. (AUBURN AL)
IA
Issued 03/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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