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. Peck is a financial advisor with Hornor, Townsend & Kent, LLC, located in Addison, TX. Aaron has been in the industry since 2004, and has a diverse background in insurance and investment advisory services. Aaron holds several licenses and designations, including the Series 6, 7, 24, 26, 63, and 65, as well as the Chartered Financial Consultant designation. Aaron is a registered representative with Hornor, Townsend & Kent, LLC, and also provides services through Penn Mutual Wealth Strategies and DFW Wealth Strategies. Aaron's expertise lies in providing financial planning, investment advisory, and insurance services to individuals, families, businesses, and charitable organizations. Aaron is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial solutions.
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.
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.
Trail commissions, distribution assistance fees
1
2
TX
06/25/2020 - Present
Hornor, Townsend & Kent, LLC (ADDISON TX)
TX
03/11/2016 - 03/16/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IRVING TX)
TX
02/10/2004 - 03/04/2016
W&S BROKERAGE SERVICES, INC. (Westlake TX)
IA
Issued 06/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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