Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron M. Gordon is a financial advisor with LPL Financial LLC, based in Scottsdale, Arizona. Aaron has been in the financial services industry since February 1999 and holds Series 6, 7, 63 and 65 licenses. Aaron's background also includes experience with Kestra Investment Services, LLC and SII Investments, Inc.. Aaron is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
08/24/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
07/21/2016 - 08/14/2023
KESTRA INVESTMENT SERVICES, LLC (Chandler AZ)
AZ
10/03/2013 - 07/21/2016
SII INVESTMENTS, INC. (CHANDLER AZ)
AZ
02/11/1999 - 10/03/2013
NEW ENGLAND SECURITIES (PHOENIX AZ)
IA
Issued 12/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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