Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Clayton Matheny is an Investment Advisor Representative at Capital Strategies Group, LLC. Aaron Matheny has been a registered Investment Advisor since 2008. Aaron Matheny is licensed to provide investment advisory services in Arizona. Prior to Capital Strategies Group, LLC, Aaron Matheny was with Equity Services, Inc. in Montpelier, VT. Aaron Matheny holds the Series 6, Series 63 and Series 65 securities licenses. Aaron Matheny has also earned the Certified Financial Planner designation.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/13/2008 - Present
Capital Strategies Group, LLC (TEMPE AZ)
VT
01/01/2006 - 06/29/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Aaron Matheny is the right advisor for you? Invested Better is here to help.
