Unclaimed
Aaron Hamon is a financial advisor at Charles Schwab & CO., Inc., where has been employed since April 2019. Prior to Charles Schwab & CO., Inc., Aaron was employed at Goldman Sachs & Co. LLC and Wells Fargo Clearing Services, LLC. Aaron has been working in the financial industry since January 12, 2016. Aaron is a registered representative in Arizona and California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/20/2019 - Present
Charles Schwab & CO., Inc. (Mesa AZ)
UT
02/05/2018 - 05/07/2019
GOLDMAN SACHS & CO. LLC (SALT LAKE CITY UT)
UT
08/05/2015 - 09/05/2017
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BOTH
Issued 08/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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