Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Swenson is an Investment Adviser Representative at McAdam LLC. Aaron is licensed in Massachusetts and has been working in the financial services industry since 2009. Aaron has experience with a variety of client types including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit sharing plans. Aaron specializes in providing financial planning services, selection of other advisers, and portfolio management for businesses and individuals.
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.
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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MA
08/23/2018 - Present
McAdam LLC (Boston MA)
IA
Issued 08/09/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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