Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Nathan Wolson is an investment advisor representative with Ameriprise Financial Services, LLC. He has been in the financial industry since September 5, 1995. He is licensed in 24 states and the District of Columbia. He is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Aaron holds Series 7, 9, 10, 24, 31, 63, and 65 licenses. He has previously worked at UBS Financial Services Inc., Wells Fargo Advisors, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/11/2020 - Present
Ameriprise Financial Services, LLC (Garden City NY)
NY
08/23/2006 - 02/21/2012
WELLS FARGO ADVISORS, LLC (GREAT NECK NY)
NY
10/19/2001 - 09/05/2006
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
06/13/1996 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/24/1995 - 05/30/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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