Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Poreda is a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Aaron has been in the financial services industry since 2018 and holds both Series 6 and Series 63 licenses. Aaron also holds a Series 65 license and is registered to provide investment advisory services in California. Aaron's previous employment includes J.P. Morgan Securities LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
01/13/2022 - Present
Northwestern Mutual Investment Services, LLC (LA JOLLA CA)
CA
05/12/2018 - 07/16/2021
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
IA
Issued 5/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Poreda is the right advisor for you? Invested Better is here to help.
