Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Jurgensmeyer is an investment advisor representative with Uniting Wealth Partners. Aaron has been in the financial services industry since November 7, 2000. Aaron has a Series 66, Series 7 and SIE license and has worked at Raymond James & Associates, Inc., Banc of America Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AR
10/28/2024 - Present
Uniting Wealth Partners (ROGERS AR)
AR
05/22/2007 - 08/10/2018
RAYMOND JAMES & ASSOCIATES, INC. (ROGERS AR)
AR
07/31/2003 - 05/23/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROGERS AR)
NY
11/07/2000 - 08/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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