Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Hobart is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Aaron has worked in the industry since January 19, 2007. Aaron has been with Cambridge Investment Research, Inc. since August 2017. Prior to joining Cambridge Investment Research, Inc. Aaron was with Cetera Investment Services LLC and Invest Financial Corporation. Aaron is registered as a Registered Representative in Iowa and New Hampshire. Aaron is also licensed as an Investment Advisor Representative in Iowa and New Hampshire.
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
IA
09/12/2022 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
NH
01/28/2022 - 09/02/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
ME
08/08/2017 - 12/31/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Biddeford ME)
TN
08/02/2016 - 03/17/2017
CETERA INVESTMENT SERVICES LLC (POWELL TN)
FL
08/18/2014 - 07/28/2016
INVEST FINANCIAL CORPORATION (PORT CHARLOTTE FL)
FL
09/16/2013 - 08/21/2014
J.P. MORGAN SECURITIES LLC (PORT CHARLOTTE FL)
FL
10/27/2011 - 09/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VENICE FL)
FL
06/29/2010 - 10/07/2011
MORGAN KEEGAN & COMPANY, INC. (PORT CHARLOTTE FL)
FL
11/06/2006 - 06/24/2010
SUNTRUST INVESTMENT SERVICES, INC. (PUNTA GORDA FL)
FL
04/20/2006 - 08/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (FT MYERS FL)
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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