Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Pickert is an investment advisor representative at Stewardship Capital with an active registration in Missouri. Aaron has been in the industry since 2001 and has held prior positions at Commonwealth Financial Network and American Century Investment Services Inc. He is Series 6, 7, 63, and 66 licensed and specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Individuals and Businesses. In addition to being an Investment Advisor Representative for Stewardship Capital, Aaron is also a licensed insurance agent and sells and services fixed insurance products such as term life insurance, disability insurance, long term care insurance, critical illness insurance and executive compensation benefits.
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.
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.
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2
MO
01/08/2016 - Present
Stewardship Capital (INDEPENDENCE MO)
KS
03/19/2013 - 11/18/2013
COMMONWEALTH FINANCIAL NETWORK (LENEXA KS)
MO
04/16/2001 - 11/01/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 04/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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