Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Hollister is a financial advisor with over 10 years of experience in the industry. Aaron is currently registered with LPL Financial LLC. Aaron's previous experience includes positions at Waddell & Reed, Morgan Stanley, and NatCity Investments, Inc. Aaron has a wide range of experience and holds several licenses, including Series 6, 7, 9, 10, 63, and 66. Aaron specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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
MI
01/06/2025 - Present
LPL Financial LLC (PLAINWELL MI)
MI
06/23/2014 - 09/09/2015
WADDELL & REED (GRAND RAPIDS MI)
MI
02/01/2013 - 06/19/2014
MORGAN STANLEY (GRAND RAPIDS MI)
MI
01/21/2008 - 07/14/2009
NATCITY INVESTMENTS, INC. (VICKSBURG MI)
BOTH
Issued 03/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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