Unclaimed
Aaron Brewer is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been in the financial services industry since 2008. Aaron has a Series 66, Series 7 and a SIE license and is a Certified Financial Planner. Aaron has been registered with Wells Fargo Clearing Services, LLC since 2022. Previously, Aaron was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and UBS FINANCIAL SERVICES INC. Aaron's office is located in Tucson, Arizona.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
AZ
09/29/2022 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
10/01/2012 - 10/01/2022
J.P. MORGAN SECURITIES LLC (TUCSON AZ)
AZ
11/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
01/01/2008 - 10/06/2009
UBS FINANCIAL SERVICES INC. (TUSCON AZ)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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