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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Michael Allwardt is a financial advisor with Credit Union Investment Services, offering investment advice and financial planning services. Aaron has been a financial services professional since 2017, working previously at State Employees' Credit Union.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
02/01/2021 - Present
Credit Union Investment Services (Oak Ridge NC)
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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