Unclaimed
Aaron Sanstrum is a financial advisor with Nations Financial Group, Inc. Aaron has over 20 years of experience in the financial services industry. Aaron is registered with the Securities and Exchange Commission (SEC) and is a Registered Representative (RR) of FINRA. Aaron provides financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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.
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.
1
2
OR
02/16/2023 - Present
Nations Financial Group, Inc. (Gresham OR)
OR
01/19/2000 - 11/01/2006
FINBAR SECURITIES CORP. (PORTLAND OR)
BOTH
Issued 07/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/10/2001
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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