Unclaimed
Aaron Drone is a financial advisor registered with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2002 and holds Series 66, SIE, and Series 7 licenses. Aaron has worked in the past for IDS LIFE INSURANCE COMPANY in Minneapolis, MN. Aaron is also a Registered Representative in Florida and a Registered Investment Advisor in Texas. In addition to working at Ameriprise Financial Services, LLC, Aaron owns a separate business and works for Orange County Public Schools.
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.
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.
Asset allocation services
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
FL
05/31/2013 - Present
Ameriprise Financial Services, LLC (CLERMONT FL)
MN
03/08/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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