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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 Lindeman is an investment advisor representative with Wells Fargo Clearing Services, LLC. Aaron has been in the industry since 2003, specializing in portfolio management for individuals, businesses, and investment companies. Aaron holds Series 6, 7, and 66 licenses and has a wide range of experience in the financial services industry. Aaron has been registered in 41 states and is a licensed investment advisor representative in California and Minnesota.
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.
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.
Investment consulting services to institutional clients
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
MN
11/07/2013 - Present
Wells Fargo Clearing Services, LLC (FOREST LAKE MN)
MN
12/08/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE MN)
MN
10/01/2003 - 12/16/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 03/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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