Unclaimed
Aaron Arnold is a financial advisor at Edward Jones. Aaron is a registered representative and investment advisor representative with over 5 years of experience in the financial services industry. Aaron is licensed to sell securities in 31 states. Prior to joining Edward Jones, Aaron worked at Key Investment Services LLC. Aaron is committed to providing personalized financial advice and 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.
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.
See schedule d - miscellaneous
1
2
OH
07/10/2020 - Present
Edward Jones (PERRYSBURG OH)
OH
07/21/2018 - 03/07/2019
KEY INVESTMENT SERVICES LLC (BOWLING GREEN OH)
BOTH
Issued 05/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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