Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Clark is a financial advisor at Monarch Wealth Strategies. Aaron has over 15 years of experience in the financial services industry. Aaron specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Aaron has a strong commitment to providing personalized and comprehensive financial advice to help 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.
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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CA
11/27/2018 - Present
Monarch Wealth Strategies (Santa Barbara CA)
CA
10/17/2008 - 12/23/2020
LPL FINANCIAL LLC (SANTA MARIA CA)
CA
01/01/2008 - 10/23/2008
WACHOVIA SECURITIES, LLC (SANTA BARBARA CA)
CA
03/15/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SANTA BARBARA CA)
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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