Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron McInerney is a registered investment advisor representative with SEI Investments Management Corp., based in Oaks, Pennsylvania. Aaron has over 20 years of experience in the financial services industry. Prior to joining SEI Investments Management Corp., Aaron worked at a variety of firms including Salient Capital L.P. and Forward Securities, LLC. Aaron specializes in providing financial planning, portfolio management, and educational seminars to individual investors, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
03/29/2023 - Present
SEI Investments Management Corp. (OAKS PA)
TX
06/26/2018 - 11/18/2022
FORWARD SECURITIES, LLC (HOUSTON TX)
TX
07/03/2013 - 11/18/2022
SALIENT CAPITAL L.P. (HOUSTON TX)
MN
06/08/2012 - 06/06/2013
SIMMONS & COMPANY INTERNATIONAL (MINNEAPOLIS MN)
TX
07/02/2007 - 05/21/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
CA
09/03/2002 - 09/25/2006
E*TRADE CLEARING LLC (RANCHO CORDOVA CA)
NJ
12/21/2000 - 09/03/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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