Verified
Aaron Jeffers is a registered investment advisor representative with Money Concepts Capital Corp. Aaron has been in the industry since June 7, 2018. Aaron is registered with the state of Missouri as a both a broker-dealer and an investment advisor. Aaron has a Series 7 and Series 66 license. Aaron is also registered with the state of Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Nevada, Ohio, Texas, and West Virginia as a broker-dealer. Aaron has been employed by Money Concepts Capital Corp. since April 2018.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
FL
08/06/2018 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BOTH
Issued 08/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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