Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Oskey is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since March 2008, and has been registered with LPL Financial LLC since May 2011. Aaron has a Series 6, 7, and 66 securities license. Aaron has held previous positions with Waddell & Reed, Inc., CFD Investments, Inc. and Chase Investment Services Corp. Aaron is licensed to provide investment advice in Michigan and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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MI
09/11/2024 - Present
LPL Financial LLC (ROCHESTER MI)
MI
05/31/2011 - 03/08/2017
LPL FINANCIAL LLC (WILLIAMSTON MI)
MI
01/26/2011 - 06/16/2011
CHASE INVESTMENT SERVICES CORP. (DAVISON MI)
MI
06/09/2008 - 01/07/2011
WADDELL & REED, INC. (TROY MI)
MI
01/18/2008 - 04/15/2008
CFD INVESTMENTS, INC. (GRAND BLANC MI)
BOTH
Issued 11/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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