Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Landis is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since September 12, 1994. Aaron is registered with the state of Pennsylvania as a Registered Representative and Investment Advisor. He holds the Series 6, Series 63, Series 26 and SIE licenses and has been recognized with the designation. Aaron's primary office is located at 545 N BETHLEHEM PIKE STE 203 in Ambler, PA and he also provides financial services in Quakertown, PA. Aaron has been associated with Nationwide Securities, LLC, 1717 Capital Management Company, and Nationwide Securities, Inc. in the past. He provides financial planning, investment management, and other advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/01/2019 - Present
LPL Financial LLC (AMBLER PA)
PA
08/01/2008 - 10/03/2019
NATIONWIDE SECURITIES, LLC (QUAKERTOWN PA)
PA
04/24/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (QUAKERTOWN PA)
PA
09/13/1994 - 07/19/2007
NATIONWIDE SECURITIES, INC. (QUAKERTOWN PA)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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