Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Frazier is a financial advisor with over 2 years of experience in the industry. Aaron is currently registered with TIAA-CREF Individual & Institutional Services, LLC, and has a Series 63, 65, 7 and SIE license. Aaron is a licensed Investment Advisor Representative in Texas and a Registered Representative. Aaron has previously been registered with Fidelity Distributors Company LLC. Aaron specializes in financial planning and portfolio management for individuals and select other clients.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/15/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
03/10/2022 - 10/31/2022
FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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