Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Holman is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since 2018 and has experience with a range of firms including Commonwealth Financial Network and Pacer Financial, Inc. Aaron holds Series 66, Series 7, Series 99TO and SIE licenses. Aaron is registered with FINRA and the states of California and Missouri. Aaron is dedicated to helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CA
09/21/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
KS
03/22/2023 - 08/04/2023
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
PA
01/16/2020 - 12/21/2022
PACER FINANCIAL, INC. (MALVERN PA)
MO
01/10/2018 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BOTH
Issued 04/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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