Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron W Petersan is a financial advisor with over 20 years of experience in the financial services industry. Aaron holds the Series 7, Series 10, Series 9, Series 31 and Series 66 securities licenses. Aaron is also a Certified Financial Planner. Currently, Aaron is a Registered Representative with Raymond James Financial Services Advisors, Inc. and offers financial services to individuals, families, and businesses. Aaron is also the owner and operator of Focus Financial, LLC, an independent branch of Raymond James Financial Services Advisors, Inc. Aaron's previous experience includes positions with Morgan Stanley, Citigroup Global Markets Inc., and UBS PaineWebber Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
11/07/2019 - Present
Raymond James Financial Services Advisors, Inc. (LINCOLN NE)
NE
06/01/2009 - 11/11/2019
MORGAN STANLEY (LINCOLN NE)
NE
11/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
NJ
09/13/2000 - 12/07/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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