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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Burleson is a financial advisor at LPL Financial LLC with over 16 years of experience in the industry. Aaron has a strong background in securities and financial services, having held previous roles with M&T Securities, Inc., Ameriprise Financial Services, Inc., and SunTrust Investment Services, Inc. Aaron is a registered representative in 27 states, including Maryland, California, Florida, Texas, and New York. Aaron provides financial planning services, including investment management and retirement planning. Aaron is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
01/06/2024 - Present
LPL Financial LLC (HANOVER MD)
MD
06/27/2013 - 06/09/2021
M&T SECURITIES, INC. (GLEN BURNIE MD)
MD
12/20/2012 - 06/25/2013
AMERIPRISE FINANCIAL SERVICES, INC. (SEVERNA PARK MD)
MD
05/03/2011 - 01/02/2013
SUNTRUST INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
MD
02/01/2007 - 05/02/2011
M&T SECURITIES, INC. (ABERDEEN MD)
TN
05/02/2006 - 12/04/2006
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MA
04/09/2001 - 10/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/2001 - 10/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 05/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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