Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Del Brown is an investment advisor representative at Creativeone Wealth, LLC. Aaron has been in the financial services industry since 2005 and holds several industry licenses, including the Series 6, Series 7, Series 63, and Series 66 licenses. Aaron is registered to offer advisory services in California. Aaron's professional experience includes roles with Wells Fargo Clearing Services, LLC and MIT Associates, LLC. Aaron's previous experience has allowed him to develop extensive experience in financial planning, portfolio management, and investment advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
CA
10/26/2020 - Present
Creativeone Wealth, LLC (Santa Barbara CA)
CA
09/22/2020 - 02/23/2022
MIT ASSOCIATES, LLC (TIBURON CA)
CA
09/30/2016 - 10/25/2018
WELLS FARGO CLEARING SERVICES, LLC (MONTECITO CA)
CA
10/03/2007 - 10/03/2016
EDWARD JONES (GOLETA CA)
GA
01/01/2005 - 07/20/2007
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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