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 Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsdale, Arizona. Aaron has been working in the financial industry since July 2017. He is registered as a Registered Representative (RA) in Arizona and Texas. Aaron previously worked at MML INVESTORS SERVICES, LLC, W&S BROKERAGE SERVICES, INC., and EDWARD JONES. Aaron is licensed to sell a variety of investment products, including stocks, bonds, mutual funds, and other financial products. He also provides financial planning and 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
03/05/2024 - Present
Raymond James Financial Services Advisors, Inc. (Scottsdale AZ)
AZ
01/14/2019 - 12/19/2019
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
05/15/2018 - 11/13/2018
W&S BROKERAGE SERVICES, INC. (PHOENIX AZ)
AZ
03/14/2017 - 03/15/2018
EDWARD JONES (PEORIA AZ)
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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