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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Kurasch is a financial advisor with over 23 years of experience. Aaron is registered with Wells Fargo Advisors Financial Network, LLC in Scottsdale, Arizona. Aaron has previously worked for Ameriprise Financial Services, LLC, Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., and UBS Financial Services Inc. Aaron holds Series 7, 31, and 65 securities licenses, as well as the SIE exam. Aaron provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
06/28/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
10/05/2009 - 07/08/2024
AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
AZ
05/22/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)
AZ
04/12/2004 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NJ
05/07/2001 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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