Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Grant Holder is a financial professional registered with GWN Securities Inc. Aaron has been in the financial services industry since 2010. Aaron has also held past registrations with PLANMEMBER SECURITIES CORPORATION, LEGEND EQUITIES CORPORATION, INSTITUTIONAL SECURITIES CORPORATION, USAA FINANCIAL ADVISORS, INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Aaron is licensed in Georgia, Ohio, Tennessee and Texas. Aaron is a Certified Financial Planner. Aaron is a registered representative and investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
TX
03/16/2016 - Present
GWN Securities Inc. (SAN ANTONIO TX)
TX
02/19/2016 - 03/10/2016
PLANMEMBER SECURITIES CORPORATION (San Antonio TX)
TX
12/10/2014 - 03/03/2016
LEGEND EQUITIES CORPORATION (San Antonio TX)
TX
05/13/2013 - 12/11/2014
INSTITUTIONAL SECURITIES CORPORATION (SAN ANTONIO TX)
TX
03/03/2010 - 08/03/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/21/2008 - 02/19/2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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