Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Joseph Downing is a financial advisor registered with Wells Fargo Clearing Services, LLC. Aaron has been in the industry since 2024 and has a Series 66 license through the state of Minnesota and a Series 7TO, SIE license from FINRA. Aaron is registered in the state of Minnesota as both a broker and an investment advisor. Aaron's firm has a large presence in the market with a focus on providing investment consulting services to institutional clients. They have expertise in financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
1
2
MN
07/23/2024 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
BOTH
Issued 04/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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