Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Christopher Gates is a financial advisor based in Akron, OH. Aaron has been in the financial services industry since 2012, working with individuals, families, and businesses. Aaron works with Cookson Peirce Wealth Management, a firm with offices in both Pittsburgh, PA and Akron, OH. Aaron helps clients with their financial planning needs, portfolio management, and other investment advisory services. Aaron is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Aaron's previous experience includes time with CETERA ADVISORS LLC and SS&G Wealth Management LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
01/18/2019 - Present
Cookson Peirce Wealth Management (Akron OH)
OH
08/09/2016 - 10/15/2018
CETERA ADVISORS LLC (AKRON OH)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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