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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lucero is a financial advisor with Stifel Independent Advisors, LLC. Aaron has been in the industry for over 24 years. His experience includes working with Wells Fargo Advisors Financial Network, LLC and Edward Jones. Aaron is a Certified Financial Planner (CFP®) and holds Series 3, 7, 9, 10, 24, 63, and 66 licenses. Aaron's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Aaron currently works out of the Coupeville, WA and St. Louis, MO branch offices.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
01/25/2022 - Present
Stifel Independent Advisors, LLC (COUPEVILLE WA)
WA
09/03/2015 - 02/14/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (COUPEVILLE WA)
MO
06/01/2012 - 08/11/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
08/14/2009 - 05/21/2012
EDWARD JONES (ST LOUIS MO)
MO
05/26/2006 - 08/05/2009
AXA ADVISORS, LLC (CLAYTON MO)
IL
08/14/1999 - 05/15/2006
SCOTTRADE, INC. (FAIRVIEW HEIGHTS IL)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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