Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Clayberg is a financial advisor with Principal Securities, Inc. based in Des Moines, IA. Aaron is registered to offer investment advice in Iowa. Aaron has over 15 years of experience in the financial services industry. Aaron has passed the Series 6, 7, 63, 66, 24, 52TO, and 53 exams. Aaron previously worked at VOYA FINANCIAL ADVISORS, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Aaron specializes in providing financial planning, pension consulting, and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
12/23/2015 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/05/2008 - 08/17/2015
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
MN
04/26/2001 - 12/02/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 12/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 4 - Registered Options Principal Examination
BC
Issued 01/17/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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