Unclaimed
Aaron Fredrickson is a financial advisor with over 15 years of experience in the industry. Aaron currently works for Transamerica Retirement Advisors, LLC and is registered in Minnesota. Aaron has previously worked for Transamerica Financial Advisors, Inc., U.S. Bancorp Investments, Inc. and TCF Investments, Inc. Aaron holds Series 6, 7, 26, 63 and 66 licenses and specializes in retirement planning, investment management, and financial planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
01/21/2014 - Present
Transamerica Retirement Advisors, LLC (MINNEAPOLIS MN)
MN
04/04/2007 - 10/31/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
08/12/2004 - 02/09/2007
U.S. BANCORP INVESTMENTS, INC. (BLOOMINGTON MN)
MN
03/24/2000 - 07/07/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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