Unclaimed
Aaron Seil is a financial advisor with True Wealth Design, LLC, in Akron, OH. Aaron has been in the financial industry since 1999. Aaron Seil has a Series 7, Series 9, Series 10 and Series 63 licenses. Aaron is also a Chartered Financial Analyst. Aaron Seil is a Registered Investment Advisor (IA) with the state of Ohio.
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.
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
OH
04/27/2021 - Present
True Wealth Design, LLC (AKRON OH)
NE
06/09/1999 - 12/15/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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