Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Warnecke is a financial advisor with over 20 years of experience in the industry. Aaron currently works at SPC, a firm based in Ann Arbor, MI. Aaron is registered as a broker-dealer (BC) and an investment advisor representative (IA) in multiple states, including Colorado, Florida, Illinois, Indiana, Michigan, and Ohio. Aaron has a strong track record of success in helping individuals and families achieve their financial goals. Aaron specializes in providing financial planning, portfolio management, and educational seminars.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
08/01/2019 - Present
SPC (ANN ARBOR MI)
IN
02/06/2003 - 05/28/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MI
02/09/2002 - 12/31/2002
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
12/18/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 01/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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