Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Williamson is a financial advisor currently associated with Osaic Wealth, Inc. in Meridian, Idaho. Aaron has experience in the financial services industry since August 20, 2012, and has worked with clients across various specializations.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
06/14/2024 - Present
Osaic Wealth, Inc. (MERIDIAN ID)
ID
03/14/2024 - 06/14/2024
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
11/28/2023 - 03/20/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Meridian ID)
OH
02/11/2009 - 11/06/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
ID
12/17/1999 - 02/16/2007
MCDONALD INVESTMENTS INC. (BOISE ID)
OH
05/14/1999 - 12/17/1999
KEY CLEARING CORP. (BROOKLYN OH)
OH
10/27/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
WI
07/24/1996 - 10/13/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/24/1996 - 10/13/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Williamson is the right advisor for you? Invested Better is here to help.
