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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 Phillip Tellez is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Las Vegas, Nevada. Aaron has been in the financial services industry since October 12, 2000. Aaron is a Certified Financial Planner and holds Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65 licenses. Aaron's areas of specialization include retirement planning, college savings, and investment management. Aaron has a strong commitment to providing clients with personalized financial advice and guidance.
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
NV
07/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (LAS VEGAS NV)
CA
11/21/2014 - 12/11/2017
RAYMOND JAMES & ASSOCIATES, INC. (IRVINE CA)
CA
04/07/2009 - 12/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
NV
05/22/2009 - 10/20/2011
SECURITIES AMERICA, INC. (LAS VEGAS NV)
CA
11/29/2002 - 04/15/2009
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
NY
10/13/2000 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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