Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Wayne Schuler is a financial advisor with over 10 years of experience in the industry. Aaron Wayne Schuler is currently registered with Beam Wealth Advisors, Inc. in Louisiana, Texas, Utah and Wyoming. Aaron Wayne Schuler has also held previous registrations with Securities America, Inc., Park Avenue Securities LLC, AXA Advisors, LLC and Farmers Financial Solutions, LLC. Aaron Wayne Schuler specializes in portfolio management, financial planning, pension consulting, estate planning, and educational seminars. Aaron Wayne Schuler offers both individual and business portfolio management services.
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.
Estate planning
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.
1
2
WY
04/15/2019 - Present
Beam Wealth Advisors, Inc. (Rock Springs WY)
WY
04/12/2019 - 04/01/2022
SECURITIES AMERICA, INC. (ROCK SPRINGS WY)
WY
03/28/2017 - 04/30/2019
PARK AVENUE SECURITIES LLC (ROCK SPRINGS WY)
UT
09/13/2012 - 03/16/2017
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
08/21/2006 - 05/22/2007
FARMERS FINANCIAL SOLUTIONS, LLC (SALT LAKE CITY UT)
BOTH
Issued 10/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Aaron Schuler is the right advisor for you? Invested Better is here to help.
