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Aaron M Donaldson

Navy Federal Investment Services, LLC

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About Aaron M Donaldson

Aaron Donaldson is a registered representative with Navy Federal Investment Services, LLC. He has been in the financial services industry since 2014. Aaron has a Series 6, 7, 63, and 66 license. Aaron is registered with the state of California as a broker-dealer. He is also registered with the state of Virginia as a broker-dealer. Aaron specializes in providing financial planning, educational seminars, and selection of other advisors to both businesses and individuals. He is also qualified to provide portfolio management services.

Firm Information

Aaron Donaldson is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Donaldson’s Registration & Firm History

VA

03/17/2023 - Present

Navy Federal Investment Services, LLC (Vienna VA)

CA

11/18/2014 - 04/05/2017

NAVY FEDERAL BROKERAGE SERVICES, LLC (Corona CA)

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Licenses & Designations

BOTH

Issued 03/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron M Donaldson.
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