Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Schmiedel is a financial advisor with Raymond James & Associates, Inc. Aaron has been in the financial industry since 2011. Aaron has a strong background in the financial industry, having worked for LPL Financial, Fifth Third Securities, and Wells Fargo Advisors, LLC before joining Raymond James & Associates, Inc. Aaron holds Series 6, 7, and 66 licenses and is registered in Colorado and other states.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
06/01/2023 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
07/29/2016 - 06/07/2023
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
IN
03/14/2016 - 07/18/2016
FIFTH THIRD SECURITIES, INC. (PLAINFIELD IN)
IN
11/10/2011 - 03/11/2016
LPL FINANCIAL LLC (INDIANAPOLIS IN)
TN
06/16/2003 - 07/22/2003
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 01/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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