Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Persons is an investment advisor representative with Cetera Investment Advisers LLC. Aaron has been in the industry since 1993. Aaron is registered with FINRA and the state of Texas. Aaron is a licensed investment advisor representative in the state of Texas. Aaron is a Registered Representative with Cetera Investment Advisers LLC. Prior to joining Cetera, Aaron worked at CUSO Financial Services, LP, and several other firms. Aaron's previous roles include: Registered Representative with Chase Investment Services Corp., Registered Representative with WAMU Investments, Inc., and Registered Representative with Bank United Securities Corp. Aaron's experience spans over 30 years. Aaron's expertise includes providing financial planning and investment advice to individuals, businesses, and retirement plans. Aaron has a strong track record of helping clients achieve their financial goals.
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.
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.
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.
1
2
TX
07/31/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
CA
07/10/2019 - 02/28/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
11/24/2010 - 01/25/2019
CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)
TX
05/02/2009 - 10/01/2010
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
03/15/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (DALLAS TX)
TX
02/09/1999 - 04/01/2001
BANK UNITED SECURITIES CORP. (HOUSTON TX)
NA
10/16/1996 - 12/03/1998
GRIFFIN FINANCIAL SERVICES
WI
10/11/1995 - 10/10/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
04/15/1992 - 09/13/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1992 - 09/13/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 4/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Persons is the right advisor for you? Invested Better is here to help.
