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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 Schenkman is a financial advisor at Ameriprise Financial Services, LLC. Aaron has been in the financial services industry since 1995 and is registered to offer securities and investment advisory services in multiple states. Aaron specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. Aaron also offers pension consulting, educational seminars, and publication of periodicals. Aaron is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
06/13/2012 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
MN
07/13/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2005
Series 4 - Registered Options Principal Examination
BC
Issued 02/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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