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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 Johnson is a financial advisor with Fidelity Personal and Workplace Advisors. Aaron has been in the financial industry since 2000 and has experience working with individual investors, businesses, and charitable organizations. Aaron is a Certified Financial Planner and holds Series 7, 9, 10, 24, 63, and 65 securities licenses. Aaron has been with Fidelity since May 2023, but before that worked at Wells Fargo Advisors. Aaron is registered with FINRA, and the state of California, Texas, Massachusetts, Utah.
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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CA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
03/02/2022 - 04/19/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
01/03/2011 - 08/31/2021
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
CA
07/26/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
NJ
06/16/2000 - 06/07/2004
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
IA
Issued 01/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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