Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Goldberg is an Investment Advisor Representative registered with AWM Capital, LLC. Aaron has been in the industry since 2015. Aaron is also a Certified Financial Planner. Aaron Goldberg is registered in California and Texas. Previously, Aaron Goldberg was registered with INDEPENDENT FINANCIAL GROUP, LLC. AWM Capital, LLC provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
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.
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CA
04/19/2023 - Present
AWM Capital, LLC (Los Angeles CA)
CA
11/01/2016 - 09/14/2020
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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