Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Belgard is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since 1992. Aaron is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Louisiana, Michigan, Mississippi, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee and Texas. Aaron has a Series 7, 24, 63 and 65 license. Aaron's prior employment history includes Raymond James & Associates, Inc., Morgan Keegan & Company, Inc. and Amsouth Investment Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
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2
AL
11/03/2021 - Present
LPL Financial LLC (GUNTERSVILLE AL)
AL
02/13/2013 - 11/05/2021
RAYMOND JAMES & ASSOCIATES, INC. (GUNTERSVILLE AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GUNTERSVILLE AL)
AL
11/15/1993 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (ALBERTVILLE AL)
AL
04/05/1993 - 11/16/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
FL
02/25/1992 - 03/17/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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