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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 Haley is a financial advisor with Edelman Financial Engines. Aaron has been in the financial services industry since 1999. He has a Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, and Series 51 licenses. He also holds the Certified Financial Planner designation. Aaron's previous experience includes working for Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Aaron is a non-public arbitrator for FINRA. Aaron is registered with the state of Colorado as an investment advisor.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CO
07/07/2022 - Present
Edelman Financial Engines (PARKER CO)
CO
05/23/2020 - 06/21/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
04/05/2006 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
MN
01/11/1999 - 03/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/11/1999 - 03/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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