Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Hansz is a financial advisor with over 15 years of experience in the industry. Aaron is currently registered with LPL Financial LLC in Texas and New Jersey. Previously, Aaron was associated with other firms including Symphonic Securities LLC, MetLife Securities Inc., Thrivent Investment Management Inc., and Wachovia Securities, LLC. Aaron's career started with Wachovia Securities, LLC in 2008. Aaron has a Series 7, Series 66, and SIE license and holds a combined state law examination. Aaron provides financial advice and consulting services to individual clients, as well as to corporations, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
1
2
TX
11/01/2023 - Present
LPL Financial LLC (THE WOODLANDS TX)
TX
04/24/2019 - 11/03/2023
SYMPHONIC SECURITIES LLC (The Woodlands TX)
NJ
12/01/2014 - 05/22/2019
LPL FINANCIAL LLC (BEDMINSTER NJ)
TX
05/24/2010 - 12/09/2014
METLIFE SECURITIES INC. (TOMBALL TX)
TX
02/20/2009 - 05/24/2010
THRIVENT INVESTMENT MANAGEMENT INC. (KATY TX)
TX
03/11/2008 - 02/19/2009
WACHOVIA SECURITIES, LLC (KATY TX)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Hansz is the right advisor for you? Invested Better is here to help.
