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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 Hagwood is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 27 years of experience in the industry. Aaron has a wealth of knowledge and expertise in the financial services industry, holding multiple licenses and certifications including the Series 7, Series 31, and Series 65 exams. Aaron is registered in multiple states, including Texas and California, and provides a range of services such as portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors. Aaron specializes in helping clients with retirement planning, wealth management, and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
06/01/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
MA
06/01/2009 - 05/13/2015
MORGAN STANLEY (WELLESLEY MA)
MA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WELLESLEY MA)
MA
05/28/1997 - 04/02/2007
MORGAN STANLEY DW INC. (WELLESLEY MA)
CA
08/12/1996 - 06/10/1997
THE BOSTON GROUP (LOS ANGELES CA)
IA
Issued 10/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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