Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Harrison is an investment advisor representative registered in Alabama, Michigan, and Tennessee with Trifound Advisory LLC. He has been active in the industry since February 2012, previously working with Ameriprise Financial Services, LLC and Citizens Securities, Inc.. Aaron has experience in providing financial planning and portfolio management services to individuals. He is currently working in the Kalamazoo branch of Trifound Advisory LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of assets under advisement
1
2
MI
10/18/2024 - Present
Trifound Advisory LLC (KALAMAZOO MI)
MI
03/17/2023 - 08/10/2023
CITIZENS SECURITIES, INC. (TAYLOR MI)
MI
02/13/2012 - 03/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (SOUTHGATE MI)
BOTH
Issued 03/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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