Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Timothy Winters is a financial advisor with over 17 years of experience in the financial services industry. Aaron has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aaron holds the Certified Financial Planner designation and has passed numerous securities and investment industry exams. Aaron is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Raymond James Financial Services, Inc., First National Capital Markets, and MML Investors Services, 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.
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.
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.
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2
AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
07/13/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
NE
06/17/2015 - 07/13/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
NE
03/11/2014 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
09/10/2013 - 03/31/2014
MML INVESTORS SERVICES, LLC (OMAHA NE)
NE
04/21/2008 - 08/13/2013
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 03/22/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
09/09/2005 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 10/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/24/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/06/2009
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 12/04/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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