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 Schmit is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. and has been in the industry since October 1999. Aaron is licensed to conduct business in 26 states and has earned various licenses and designations throughout his career. Aaron has experience in advising a wide range of clients including individuals, businesses, trusts, corporations and retirement plans. Aaron is committed to providing tailored investment advice and financial planning solutions to meet the unique needs of each client. Aaron's previous employment includes Edward Jones.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
06/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (WILLISTON ND)
ND
10/25/1999 - 06/01/2006
EDWARD JONES (WILLISTON ND)
BOTH
Issued 04/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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