Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Schindler is a financial advisor with over 20 years of experience in the industry. Aaron is a Certified Financial Planner™ and holds the Series 6, 7, 63, 65 and SIE licenses. Aaron is registered to provide investment advice in Alabama, California, Colorado, Connecticut, Florida, Hawaii, Illinois, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Texas. Aaron is currently affiliated with Osaic Wealth, Inc. and is licensed with FINRA as well. Previously Aaron was registered with Park Avenue Securities LLC from 7/24/2003 to 12/31/2021 and IFG Network Securities, Inc. from 7/8/2002 to 7/10/2003. Aaron has been a Registered Representative since 7/3/2002 and has been an Investment Advisor Representative since 8/17/2004.
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.
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
NY
06/03/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
07/24/2003 - 12/31/2021
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
07/08/2002 - 07/10/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 08/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Schindler is the right advisor for you? Invested Better is here to help.
