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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 David Jensen is a financial advisor who has been in the industry since March 10, 2008. Aaron is registered with the state of Michigan and Texas. Aaron is a Certified Financial Planner™ and provides financial planning services to individuals, corporations, and charitable organizations. Aaron is currently employed by Osaic Advisory Services, LLC and has been since October 2024. Prior to that, Aaron was employed by Parkland Securities, LLC from February 2010 to January 2017. Aaron specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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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MI
10/28/2024 - Present
Osaic Advisory Services, LLC (Ann Arbor MI)
MI
02/02/2010 - 01/13/2017
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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