Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Mesaros is a financial professional with over 20 years of experience in the industry. Currently, Aaron is a registered representative with Allstate Financial Services, LLC. Aaron has worked with a variety of financial firms over the years including U.S. Bancorp Investments, Inc., Key Investment Services LLC, Planco Financial Services, LLC, ADP Broker-Dealer, Inc., WM Financial Services, Inc. and Morgan Stanley DW Inc. Aaron holds a variety of licenses and registrations including Series 66, Series 65, Series 63, Series 10, Series 9, Series 31 and Series 7. Aaron has experience in a variety of financial areas, including investment advisory, insurance and securities.
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.
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.
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2
WA
10/26/2011 - Present
Allstate Financial Services, LLC (Woodinville WA)
WA
12/01/2010 - 05/20/2011
U.S. BANCORP INVESTMENTS, INC. (LYNNWOOD WA)
WA
09/21/2009 - 12/02/2010
KEY INVESTMENT SERVICES LLC (ARLINGTON WA)
CT
02/09/2006 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NJ
09/13/2005 - 02/08/2006
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
04/01/2004 - 09/06/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
07/15/1997 - 03/15/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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