Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Robison is an investment advisor representative at Raymond James Financial Services Advisors, Inc., located in Bartlesville, Oklahoma. Aaron Robison is a financial professional with experience in the industry. Aaron Robison's specialties include Retirement Planning, College Savings, Investment Management and Estate Planning. Aaron Robison's office is located at 330 S Johnstone Ave in Bartlesville. Aaron Robison is also registered with the state of Oklahoma as an investment advisor representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
05/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (Bartlesville OK)
BOTH
Issued 05/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Aaron Robison is the right advisor for you? Invested Better is here to help.
