Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Ewing is a financial advisor with over 26 years of experience in the financial services industry. Aaron is currently registered with Charles Schwab & CO., Inc. Aaron has worked at Charles Schwab & CO., Inc. for over 20 years, starting in February 1996. Aaron has also been a registered representative with Bartlett & Co. Aaron holds Series 3, 7, 8, 9, 10, 63 and 66 licenses. Aaron is a registered investment advisor in Arizona and California. Aaron is also a licensed insurance agent in several states. Aaron is committed to providing clients with personalized financial advice and 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
06/10/2016 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
02/06/1996 - 04/09/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/19/1993 - 12/19/1994
BARTLETT & CO.
BOTH
Issued 06/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2018
Series 3 - National Commodity Futures Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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