Unclaimed
Aaron Maassel is a registered Investment Advisor Representative with Corecap Advisors. Aaron has been in the financial services industry for over a decade, and has built a solid reputation for providing personalized financial advice to individuals, families, and businesses. Aaron is committed to helping clients achieve their financial goals, and offers a range of services, including financial planning, portfolio management, and educational seminars. Aaron holds a Series 65 license and has a strong understanding of the financial markets.
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.
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
OH
04/08/2024 - Present
Corecap Advisors (Maumee OH)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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