Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Vettraino is a financial advisor who has been in the industry since 2013. He is currently registered with United Planners' Financial Services of America A Limited Partner and is licensed in Arizona. Previously, Aaron worked at M. S. Howells & Co. and Vanguard Marketing Corporation. Aaron has a wide range of experience, having worked with individuals, corporations, and charitable organizations. Aaron specializes in financial planning, pension consulting, and portfolio management. He is also a registered investment advisor.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
10/03/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
AZ
01/13/2022 - 04/10/2023
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
AZ
08/20/2013 - 01/19/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 09/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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