Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kahn is a financial advisor with WMS Wealth Planners. Aaron has been in the industry since 2012 and has a Series 7, Series 66 and SIE license. Aaron is also a Certified Financial Planner and specializes in retirement planning, investment management and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
01/13/2020 - Present
WMS Wealth Planners (PITTSBURGH PA)
PA
10/23/2012 - 04/01/2020
KESTRA INVESTMENT SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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