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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 Brodt is a financial advisor in Scottsdale, AZ. Aaron is an investment advisor representative with Ashton Thomas Private Wealth. The firm has offices in Scottsdale. Aaron has been in the industry for over 16 years and has passed the Series 7, Series 63, and Series 65 exams. Aaron specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Previous employers include Accelerated Capital Group, Meridian United Capital, LLC, and Peachtree Capital Corporation. Aaron is also a member of GFA Wealth Design and Amplify Ventures Group, which are insurance sales and investment-related businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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AZ
06/15/2010 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
07/01/2016 - 08/20/2018
PEACHCAP SECURITIES, INC. (Scottsdale AZ)
AZ
02/22/2012 - 05/13/2016
ACCELERATED CAPITAL GROUP (SCOTTSDALE AZ)
AZ
05/13/2008 - 02/21/2012
MERIDIAN UNITED CAPITAL, LLC (SCOTTSDALE AZ)
BC
Issued 06/01/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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