Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Niec is a financial advisor registered with JMG Financial Group Ltd. Aaron has been in the industry since 2004 and has worked with a variety of firms throughout their career, including Cambridge Investment Research, Inc. and SagePoint Financial, Inc. Aaron holds the Series 7, Series 24, and Series 66 licenses. Aaron also holds the Certified Financial Planner designation and specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets
1
2
FL
03/04/2022 - Present
JMG Financial Group Ltd. (SARASOTA FL)
FL
08/05/2009 - 10/09/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVERVIEW FL)
FL
11/29/2006 - 07/27/2009
SAGEPOINT FINANCIAL, INC. (SARASOTA FL)
GA
11/28/2006 - 11/29/2006
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
11/10/2005 - 11/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY CENTER FL)
GA
08/05/2005 - 09/23/2005
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
CA
05/02/2005 - 08/02/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
04/22/2004 - 12/31/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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