Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Smith is a financial advisor with over 30 years of experience in the industry. Aaron currently works with LPL Financial LLC and Stratos Wealth Partners, Ltd. Aaron has a wide range of experience in the financial services industry, including working with individuals, families, businesses, and retirement plans. Aaron is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
OH
10/18/1999 - Present
LPL Financial LLC (FOSTORIA OH)
IN
12/16/1994 - 11/06/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
10/14/1991 - 12/09/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 01/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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