Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron McDermott is a financial advisor with Cetera Investment Advisers LLC. Aaron has been in the financial services industry since 2019. Aaron has a Series 66 license, as well as Series 7 and SIE licenses. Aaron is registered to provide investment advice in Arizona, California, Delaware, Florida, Georgia, Idaho, Michigan, Minnesota, North Carolina, Pennsylvania, Texas, and Washington. Aaron specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Aaron also provides educational seminars and selection of other advisers. Aaron has been with Cetera Investment Advisers LLC since 2023. Prior to that, Aaron was with Voya Financial Advisors, Inc. from 2019 to 2021. Aaron is also an independent insurance agent and is the owner of Aaron McDermott LLC.
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.
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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
09/30/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
BOTH
Issued 10/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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