Unclaimed
Aaron Lawrence Love is a registered Investment Advisor Representative associated with Copperwynd Financial. Aaron Love holds Series 63, Series 65, Series 7TO and SIE licenses and has been in the industry since 2022. Aaron Love previously worked at Fidelity Brokerage Services LLC. The individual advisor is based in South Jordan, UT and has been registered in Utah.
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.
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.
A percentage of the total value of assets under management is charged.
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UT
06/27/2024 - Present
Copperwynd Financial (South Jordan UT)
UT
07/29/2022 - 01/17/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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