Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Thatcher is a financial advisor with over 20 years of experience in the financial services industry. Aaron is a registered representative of Wells Fargo Clearing Services, LLC and an Investment Advisor Representative of Wells Fargo Advisors LLC. Aaron has held prior positions with Waddell & Reed, Inc., Guaranty Brokerage Services, Inc., and Wells Fargo Investments, LLC. Aaron holds a Series 7 license, a Series 66 license, and a Securities Industry Essentials (SIE) license. Aaron specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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
SC
06/14/2022 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
CA
08/24/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
02/05/2004 - 08/24/2009
GUARANTY BROKERAGE SERVICES, INC. (STOCKTON CA)
KS
07/31/2002 - 01/27/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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