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 Miller is a registered representative with Capital Client Group, Inc., based in Carmel, Indiana. Aaron is a financial professional, registered with the state of Indiana and holds Series 7, Series 6, Series 63 and Series 66 securities licenses. Aaron has been in the industry since June 2016 and is licensed in 13 states. Aaron was previously employed with Lincoln Financial Advisors Corporation in Fort Wayne, Indiana.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
09/26/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
06/10/2016 - 06/24/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (Fort Wayne IN)
BOTH
Issued 09/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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