Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Michael Newland is a financial advisor with over 25 years of experience in the financial services industry. Aaron currently works at CIBC Private Wealth Advisors, Inc., based in Newport Beach, California. Aaron is a Certified Financial Planner and is registered as a Registered Representative in California. Prior to joining CIBC, Aaron was an Investment Advisor Representative at AT Investment Advisors, Inc., and has held positions at several other firms including Invesco Distributors, Inc., Pacific American Securities, LLC, Dolphin Securities, Inc., and Fidelity Brokerage Services LLC. Aaron specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
02/08/2022 - Present
Cibc Private Wealth Advisors, Inc. (NEWPORT BEACH CA)
CA
02/16/2011 - 01/02/2014
INVESCO DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
08/11/2006 - 01/13/2010
PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)
CA
09/08/2003 - 05/09/2005
DOLPHIN SECURITIES, INC. (SAN MARCOS CA)
RI
10/20/1993 - 04/04/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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