Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Nelson is a financial advisor who has been in the industry since 2008. Aaron is currently registered with U.S. Bancorp Investments, Inc. and has been registered with several firms in the past, including KEY INVESTMENT SERVICES LLC and MORGAN STANLEY SMITH BARNEY. Aaron has passed several industry exams including the Series 6, Series 7, Series 63 and Series 65. Aaron's specializations include portfolio management for individuals, financial planning and selection of other advisors. Aaron has experience working with a variety of clients including high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CO
07/06/2023 - Present
U.s. Bancorp Investments, Inc. (Colorado Springs CO)
CO
03/13/2012 - 07/06/2023
KEY INVESTMENT SERVICES LLC (Colorado Springs CO)
CO
04/26/2010 - 09/12/2011
MORGAN STANLEY SMITH BARNEY (COLORADO SPRINGS CO)
CO
11/19/2007 - 03/26/2010
LINCOLN INVESTMENT (COLORADO SPRINGS CO)
IA
Issued 08/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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