Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Scheid is a financial advisor with over 20 years of experience in the industry. Aaron has been registered with the state of Texas since 2021 and has held previous positions with TD Ameritrade, Inc., Scottrade, Inc., Signator Investors, Inc., Chase Investment Services Corp., E*TRADE Securities LLC, First Allied Securities, Inc. and AXA Distributors, LLC. Aaron currently works with Charles Schwab & Co., Inc. and has access to a variety of investment products and services. Aaron offers financial planning and other advisory services, including wrap fee programs, investment services, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
05/11/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/26/2018 - 10/20/2021
TD AMERITRADE, INC. (Southlake TX)
CA
11/06/2013 - 02/26/2018
SCOTTRADE, INC. (LAGUNA NIGUEL CA)
CA
07/16/2013 - 10/25/2013
SIGNATOR INVESTORS, INC. (IRVINE CA)
CA
02/09/2012 - 05/02/2013
TD AMERITRADE, INC. (MISSION VIEJO CA)
CA
03/23/2011 - 01/23/2012
CHASE INVESTMENT SERVICES CORP. (FOUNTAIN VALLEY CA)
CA
05/10/2005 - 09/13/2010
E*TRADE SECURITIES LLC (COSTA MESA CA)
CA
09/22/2004 - 04/07/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NC
10/13/1999 - 09/16/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 2/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/7/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/5/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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