Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lawry is a financial advisor with LPL Financial LLC, a firm that has more than $50 billion in assets under management. Aaron has been in the industry since 2006 and has held registrations in over 17 states. Aaron holds several licenses including Series 7, Series 66 and SIE. Aaron is a registered representative and investment advisor representative with LPL Financial LLC, and is also a DBA for LPL business at Wealth Management at UW 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
09/13/2012 - Present
LPL Financial LLC (MIDDLETON WI)
WI
04/07/2010 - 08/31/2012
CHASE INVESTMENT SERVICES CORP. (JANESVILLE WI)
WI
08/29/2006 - 04/01/2010
EDWARD JONES (VERONA WI)
BOTH
Issued 11/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Lawry is the right advisor for you? Invested Better is here to help.
