Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Wiegman is a financial advisor with Savvy. Aaron has been in the financial services industry since 2000. Aaron specializes in working with individuals and families, businesses, charitable organizations, and pension and profit-sharing plans. Aaron provides a range of financial planning services, including retirement planning, college savings, and estate planning. Aaron also offers 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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CA
01/24/2024 - Present
Savvy (Del Mar CA)
CA
05/08/2019 - 01/19/2024
FINANCIAL SENSE SECURITIES, INC. (SAN DIEGO CA)
CT
06/10/2013 - 03/04/2019
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
CA
09/01/2011 - 06/17/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (SOLANA BEACH CA)
CA
10/19/2007 - 08/29/2011
SECURIAN FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
06/05/2006 - 10/12/2007
PARK AVENUE SECURITIES LLC (SAN DIEGO CA)
CA
01/07/2003 - 06/05/2006
THRIVENT INVESTMENT MANAGEMENT INC. (EL CAJON CA)
WI
11/08/2000 - 09/30/2002
LISS FINANCIAL SERVICES (MILWAUKEE WI)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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