Unclaimed
Aaron Deterding is a financial advisor with Oppenheimer & Co. Inc. located in ST. LOUIS, MO. Aaron has been in the industry since 2013. Previously, Aaron worked at Larson Financial Securities, LLC., TD Ameritrade, Inc., and Scottrade, Inc.. Aaron specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Aaron also holds the Series 6, 7, 24, 63, and 66 licenses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
04/05/2021 - Present
Oppenheimer & Co. Inc. (ST. LOUIS MO)
MO
09/16/2019 - 04/06/2021
LARSON FINANCIAL SECURITIES, LLC (CHESTERFIELD MO)
MO
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (St Louis MO)
MO
02/18/2014 - 02/26/2018
SCOTTRADE, INC. (DESPERES MO)
MO
08/06/2012 - 02/28/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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