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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 Das is a financial advisor with Kingsview Wealth Management, LLC. Aaron has been in the financial services industry since 2011. Aaron has a Series 7, Series 6, Series 63 and Series 66 license and has been registered with FINRA since 2011. The firm has a total of 85 investment advisor representatives, 4 registered representatives, and 80 licensed agents and manages approximately $4.84B in assets. Kingsview Wealth Management, LLC provides financial planning, portfolio management for individuals and businesses, and investment company portfolio management to a variety of clients including individuals, businesses, investment companies and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
OR
09/23/2020 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
GA
07/19/2011 - 09/15/2020
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
BOTH
Issued 02/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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