Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Jacob Sweigart is a financial advisor currently affiliated with Osaic Wealth, Inc.. Aaron's primary office is located in Annville, Pennsylvania. Aaron has been active in the financial services industry since February 18, 2006. Aaron holds the Series 6, Series 63, and SIE licenses. Aaron has prior experience with Woodbury Financial Services, Inc., Questar Capital Corporation, Kalos Capital, Inc. and Thrivent Investment Management Inc. Previously, Aaron has worked in Annville, Pennsylvania; Palmyra, Pennsylvania; Harrisburg, Pennsylvania and Minneapolis, Minnesota.
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.
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.
1
2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (ANNVILLE PA)
PA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ANNVILLE PA)
PA
11/04/2009 - 03/01/2019
QUESTAR CAPITAL CORPORATION (PALMYRA PA)
PA
02/10/2006 - 12/31/2007
KALOS CAPITAL, INC. (HARRISBURG PA)
MN
03/08/2004 - 12/31/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 04/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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