Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Hard is an investment professional with over 10 years of experience in the financial services industry. Aaron is currently a Registered Representative with Charles Schwab & CO., Inc. Aaron is registered to provide investment advice in Iowa and Texas. Aaron has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Aaron previously held positions with several other firms, including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., and AMERIPRISE FINANCIAL SERVICES, INC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IA
02/05/2021 - Present
Charles Schwab & CO., Inc. (West Des Moines IA)
IA
07/19/2016 - 04/26/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AMES IA)
NC
06/19/2012 - 04/02/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
10/23/2009 - 05/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
08/20/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/29/2008 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
06/29/2007 - 07/10/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
07/11/2006 - 11/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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