Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Rowe is an Investment Advisor Representative with Edelman Financial Engines. Aaron has been in the industry since 2000 and has a Series 7, 10, 24, 63, and 65 licenses. Aaron has been registered with Edelman Financial Engines since 2018. Previously, Aaron worked at EF Legacy Securities, LLC, Sanders Morris Harris LLC, SunTrust Investment Services, Inc., Wachovia Securities Financial Network, LLC, Wachovia Securities, LLC, and AXA Advisors, LLC. Aaron provides financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, selection of other advisers, and publication of periodicals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (HENRICO VA)
VA
03/29/2016 - 10/15/2019
EF LEGACY SECURITIES, LLC (HENRICO VA)
VA
09/27/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (HENRICO VA)
VA
12/11/2007 - 09/15/2010
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
09/28/2004 - 12/04/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MO
06/16/2004 - 05/11/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/01/2000 - 06/10/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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