Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Matthew Kneas is a financial advisor with over 10 years of experience in the industry. He is a registered representative of Arete Wealth Advisors, LLC and has previously worked at ARETE WEALTH MANAGEMENT, LLC and WACHOVIA SECURITIES, INC. Aaron is licensed in North Carolina and South Carolina. He specializes in financial planning, portfolio management for individuals and businesses, and non-discretionary investment advice regarding securities of affiliates of Masterworks.io, LLC.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
NC
01/09/2018 - Present
Arete Wealth Advisors, LLC (Charlotte NC)
IL
09/08/2011 - 02/18/2014
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
MO
11/21/2000 - 03/12/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 04/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/07/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/01/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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