Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Douglas Hendry is a financial advisor who has been in the industry since 2013. Aaron is currently registered with Ameriprise Financial Services, LLC. Before joining Ameriprise, Aaron worked with LPL Financial LLC and Wells Fargo Clearing Services, LLC. Aaron holds the Series 63, 66 and 7 licenses, as well as the Securities Industry Essentials (SIE) exam. Aaron offers financial planning, portfolio management for businesses and individuals, and asset allocation 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.
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
CA
07/18/2018 - Present
Ameriprise Financial Services, LLC (San Luis Obispo CA)
CA
01/30/2017 - 07/12/2018
LPL FINANCIAL LLC (SANTA MARIA CA)
CA
06/17/2015 - 01/26/2017
WELLS FARGO CLEARING SERVICES, LLC (PASO ROBLES CA)
CA
11/20/2012 - 01/02/2015
BLAKESLEE AND BLAKESLEE INC. (SAN LUIS OBISPO CA)
BOTH
Issued 08/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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