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. Herrscher is an Investment Advisor Representative at Financial Sense Advisors, Inc. Aaron has been in the industry since January 2020 and has a Series 63, Series 65, Series 7TO and SIE license. Aaron is registered with the state of California. Aaron specializes in financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
08/27/2020 - Present
Financial Sense Advisors, Inc. (SAN DIEGO CA)
BC
Issued 03/22/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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