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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 Cooperband is an investment advisor representative at Osaic Wealth, Inc., with a focus on helping clients meet their financial goals. Aaron has been in the industry since 2002 and is registered in several states. Aaron is also a licensed real estate broker and has experience in property management and investment consulting.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (NAPA CA)
CA
07/22/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NAPA CA)
CA
02/18/2009 - 07/22/2010
AXA ADVISORS, LLC (SAN FRANCISCO CA)
NY
04/24/1997 - 12/07/1998
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/20/1990 - 12/05/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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