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 Charles Schwab & Co., Inc., with over 20 years of experience in the financial industry. Aaron holds licenses to provide investment advice in Texas, and is a registered representative with FINRA. Previously, Aaron was a financial advisor at TD Ameritrade, Inc. and Scottrade, Inc., and held various positions at other financial firms. Aaron has a broad range of experience providing financial advice to individuals and businesses. Aaron's specialties include financial planning and selection of other advisors.
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 02/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
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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