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. Huntoon is a financial advisor who is currently employed at Osaic FA, Inc. Aaron has been in the financial services industry since 2002 and has been registered with the state of Colorado since 2003. Aaron is also registered with the state of Oregon. Aaron's previous employers include The Lincoln National Life Insurance Company, Charles Schwab & Co., Inc., and Pruco Securities Corporation. Aaron holds the Series 66, Series 7, and SIE licenses. Aaron specializes in financial planning, portfolio management for businesses and individuals, and providing retirement plan consulting services.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
CO
05/08/2003 - Present
Osaic FA, Inc. (DENVER CO)
IN
05/08/2003 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
12/07/2000 - 06/28/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
07/03/2000 - 10/04/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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