Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Smith is a financial advisor with over 25 years of experience in the financial industry. Aaron is currently registered with Centaurus Financial, Inc. and holds multiple licenses including Series 6, 7, 26, 63 and 65. Aaron has a passion for educating and empowering individuals with their financial lives, as evidenced by his published books, radio show, and work as an educator for federal employees. Aaron is an active member of the financial community and is committed to providing his clients with the highest level of service.
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
VA
07/09/2020 - Present
Centaurus Financial, Inc. (GLEN ALLEN VA)
GA
06/05/1996 - 10/07/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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