Unclaimed
Aaron Dykstra is a financial advisor at Wells Fargo Clearing Services, LLC. Aaron is a registered representative with the state of South Dakota, and has been in the industry since May 30, 2001. Aaron has passed the Series 7, Series 66, and the SIE exams. Aaron specializes in providing financial planning, investment consulting, and portfolio management services to individual and business clients. Aaron has worked with Wells Fargo for many years, providing financial advice to individuals and businesses. Before joining Wells Fargo Clearing Services, LLC, Aaron was with Wells Fargo Investments, LLC.
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
SD
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
05/31/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SIOUX FALLS SD)
BOTH
Issued 06/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2001
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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