Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Khafi is a registered representative with MML Investors Services, LLC, where he is a financial advisor. Aaron has been active in the financial industry since 2012 and has a broad scope of experience in the investment and insurance industries. Aaron holds a Series 66 license, a Series 7 license and the SIE exam. He is also registered in several states, including California, Texas, Virginia, and New York. Before joining MML Investors Services, LLC, Aaron worked at MSI Financial Services, Inc. Aaron is committed to helping clients reach their financial goals.
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 programs
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.
Solicitors fees
1
2
CA
09/26/2022 - Present
MML Investors Services, LLC (MENIFEE CA)
CA
07/18/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MURRIETA CA)
BOTH
Issued 09/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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