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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 Robinson is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has been working in the financial industry since 2003. Prior to joining Cambridge, Aaron was a financial advisor with MML Investors Services, LLC, TIAA-CREF Individual & Institutional Services, LLC, Cambridge Investment Research, Inc., and Raymond James Financial Services, Inc. Aaron is a registered investment advisor and is also licensed to sell securities in Michigan. Aaron is dedicated to providing his clients with personalized financial advice. In addition to his work with individual clients, Aaron also provides financial planning services to businesses and charitable organizations. Aaron is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
02/13/2024 - Present
Cambridge Investment Research Advisors, Inc. (South Haven MI)
MI
03/25/2021 - 02/24/2022
MML INVESTORS SERVICES, LLC (Fenton MI)
MI
11/07/2018 - 04/09/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Kalamazoo MI)
MI
07/19/2010 - 07/27/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (CALEDONIA MI)
MI
08/02/2002 - 07/20/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
IN
08/20/1998 - 08/16/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/20/1998 - 08/16/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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