Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lacona is a financial professional with over 7 years of experience in the industry. Aaron is currently an Investment Adviser Representative for Principal Advised Services, offering one-on-one investment advice to Principal retirement plan participants. Prior to joining Principal Advised Services, Aaron worked with WELLS FARGO CLEARING SERVICES, LLC. Aaron is a registered investment advisor in 51 states.
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.
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.
A percentage of the total value of assets under management is charged.
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IA
08/09/2024 - Present
Principal Advised Services (W DES MOINES IA)
IA
08/01/2019 - 07/16/2021
WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)
IA
Issued 10/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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