Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Marberg has over 18 years of experience in the financial services industry. Aaron is a Registered Representative and Investment Advisor Representative and has held registrations in 24 states. Aaron currently works for AllianceBernstein LP, based in Seattle, Washington. Previously, Aaron worked for Lincoln Investment, Great American Advisors, Inc., and PMG Securities Corporation. Aaron has experience working with high-net-worth individuals, corporations, investment companies, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
03/25/2010 - Present
Alliancebernstein LP (SEATTLE WA)
WA
01/02/2009 - 03/12/2010
LINCOLN INVESTMENT (BOTHELL WA)
WA
02/15/2005 - 12/31/2008
GREAT AMERICAN ADVISORS, INC. (BOTHELL WA)
IL
10/06/2004 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
BOTH
Issued 12/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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