Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Price is a registered investment advisor representative at IEQ Capital, LLC. Aaron has been in the financial services industry for over 16 years. Aaron is registered with the state of California, Arizona, Hawaii, Indiana, Maryland, Nevada, New York and Pennsylvania. Aaron also holds the following licenses: Series 31, Series 7, and SIE. Aaron is a Chartered Financial Analyst. Aaron is a member of the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). In addition to providing investment advice, Aaron also provides financial planning services.
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.
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.
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CA
04/13/2023 - Present
IEQ Capital, LLC (FOSTER CITY CA)
CA
11/14/2016 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
04/16/2012 - 05/05/2016
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
06/01/2009 - 03/07/2012
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
11/27/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
04/10/2006 - 11/20/2006
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 05/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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