Unclaimed
Aaron Lee Turner is a financial advisor with over 30 years of experience in the industry. Aaron is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in 28 states. Aaron's previous work experience includes IDS LIFE INSURANCE COMPANY. The advisor has expertise in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. In addition to working for Ameriprise Financial Services, LLC Aaron also provides investment advice for trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net worth individuals. Aaron's primary office location is in Batavia, Illinois.
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 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.
A percentage of the total value of assets under management is charged.
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2
IL
01/23/2015 - Present
Ameriprise Financial Services, LLC (Batavia IL)
MN
07/13/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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