Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Massey is a financial advisor with over 20 years of experience in the industry. He is a registered representative of Wells Fargo Clearing Services, LLC, and a registered investment advisor representative in Texas and Utah. Aaron is a highly qualified advisor, holding a Series 63, 65, 7, 31 and the SIE exam. He is also qualified to provide investment advisory services to both individuals and businesses. Aaron is located in Salt Lake City, Utah. Previously, Aaron was registered with Wells Fargo Investments, LLC and Morgan Stanley DW Inc.
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
UT
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
03/11/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OREM UT)
NY
12/02/1998 - 03/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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