Unclaimed
Aaron Elsworth Towns is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been in the financial services industry since 1997. Aaron has worked for several firms including Oppenheimer & Co. Inc. and Wachovia Securities, LLC. Aaron is a registered representative in 19 states and an Investment Advisor Representative in Kansas.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
10/26/2022 - Present
Wells Fargo Clearing Services, LLC (WICHITA KS)
KS
03/20/2009 - 10/28/2022
OPPENHEIMER & CO. INC. (WICHITA KS)
KS
01/01/2008 - 03/24/2009
WACHOVIA SECURITIES, LLC (WICHITA KS)
KS
01/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WICHITA KS)
NY
10/28/1997 - 01/19/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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