Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Lewandowski is a financial professional with over eight years of experience in the industry. He is registered with Park Avenue Securities LLC in Colorado, New Mexico and Texas. Aaron is a Series 66, Series 7TO and SIE licensed professional. Aaron specializes in providing financial planning, portfolio management for individuals and selection of other advisors to meet clients needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CO
05/21/2024 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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