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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 Witten is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has over 20 years of experience in the financial services industry. He has a Series 6, 7, 26, 63 and 65 licenses and is a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. He provides a range of services, including financial planning, investment management, and retirement planning. Aaron is committed to helping his clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KY
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (Leitchfield KY)
KY
10/31/2006 - 01/05/2016
LEGEND EQUITIES CORPORATION (LEITCHFIELD KY)
KY
05/25/2004 - 10/31/2006
FIDUCIAL INVESTMENT ADVISORS, INC. (LEITCHFIELD KY)
FL
02/02/2001 - 01/02/2003
INVESTACORP, INC. (MIAMI FL)
NJ
09/30/1999 - 01/31/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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