Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Jay Spahr is a financial advisor at Osaic Wealth, Inc. Aaron has been in the securities industry since May 27, 1997. Aaron holds FINRA Series 7, Series 24, Series 66, Series 99TO, and SIE licenses. Aaron is registered in Nebraska. The firm, Osaic Wealth, Inc., is based in Scottsdale, Arizona, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Osaic Wealth, Inc. has 437201 total accounts, 397196 of those are discretionary and 40005 are non-discretionary. The firm's total assets under management are 94557613744.
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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
05/28/1997 - 06/14/2024
SECURITIES AMERICA, INC. (LA VISTA NE)
BOTH
Issued 01/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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