Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Schwartz is a financial advisor with McFarland Associates. Aaron has been in the industry since 2009 and holds the Series 7, 63, and 65 securities licenses. Aaron is also a Certified Financial Planner (CFP). Aaron has experience working with individuals and families to develop personalized financial plans.
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.
% of client's cash flow or total assets
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CA
05/18/2010 - Present
McFarland Associates (MONTEREY CA)
CA
03/19/2010 - 03/08/2017
NPB FINANCIAL GROUP, LLC (MONTEREY CA)
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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