Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Leland is a financial advisor who has been registered with the Securities and Exchange Commission (SEC) since 2006. Aaron Leland is currently registered with Apella Wealth, a firm that provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Apella Wealth, Aaron Leland was employed by NYLIFE SECURITIES LLC and AXA ADVISORS, 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.
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.
Fee for financial planning services. fees for technology.
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CT
01/07/2022 - Present
Apella Wealth (WEST HARTFORD CT)
WA
06/07/2013 - 12/20/2021
NYLIFE SECURITIES LLC (SEATTLE WA)
WA
02/15/2006 - 05/13/2013
AXA ADVISORS, LLC (SEATTLE WA)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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