Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Chamberlin is a registered investment advisor representative associated with Oppenheimer & Co. Inc. Aaron has over 29 years of experience in the financial services industry. Prior to joining Oppenheimer & Co. Inc., Aaron was a registered representative at Stifel, Nicolaus & Company, Incorporated. Aaron is licensed to offer securities and investment advisory services in 20 states. Aaron holds Series 7, Series 63, and Series 65 licenses and has passed the SIE exam.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
04/01/2021 - Present
Oppenheimer & Co. Inc. (CARLSBAD CA)
CA
07/28/2009 - 04/01/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN DIEGO CA)
CA
01/01/2008 - 07/28/2009
WELLS FARGO ADVISORS, LLC (LA JOLLA CA)
CA
03/14/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LA JOLLA CA)
MO
03/09/1994 - 03/01/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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