Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Harken is an investment advisor representative with CGI Wealth Advisors, Inc., located in Frazer, Pennsylvania. Aaron is a registered investment advisor in Pennsylvania, and has been in the industry for over twenty years. Previously, Aaron worked for Commonwealth Financial Network and FSC Securities Corporation. Aaron has a Series 6, 7, and 63 license.
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.
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
PA
02/16/2021 - Present
CGI Wealth Advisors, Inc. (FRAZER PA)
PA
05/01/2002 - 12/18/2020
COMMONWEALTH FINANCIAL NETWORK (FRAZER PA)
GA
12/04/2000 - 05/02/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
08/15/1996 - 12/31/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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