Unclaimed
Aaron David Schobel is a financial advisor with Fidelity Brokerage Services LLC. Aaron has been in the industry since 2017 and is registered with the Financial Industry Regulatory Authority (FINRA). Aaron holds the Series 7 and Series 63 securities licenses and the SIE exam. Aaron is registered to offer investment advice in 53 states. Aaron's primary office is located in Greenwood Village, Colorado.
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.
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.
1
2
CO
06/10/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
NM
04/25/2020 - 04/06/2021
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
NM
07/03/2017 - 07/05/2019
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 07/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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