Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aderon? Claim Your ProfileAderon Alan Napier is a financial advisor with Avantax Advisory Services, based in Dallas, Texas. Aderon Alan Napier has been in the financial services industry since 2003 and has held various positions at different firms over the years including Cambridge Investment Research, Inc., Parkland Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Wesbanco Securities, Inc., Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS LIFE INSURANCE COMPANY. Aderon Alan Napier specializes in providing financial planning, investment management, and educational seminars. Aderon Alan Napier is also an insurance agent for Avantax Insurance Agency, LLC, and manages Proaction Consulting LLC and AAN Proaction Holdings LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/27/2018 - Present
Avantax Advisory Services (DALLAS TX)
WV
06/05/2015 - 12/26/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLARKSBURG WV)
WV
04/03/2014 - 06/05/2015
PARKLAND SECURITIES, LLC (CLARKSBURG WV)
PA
07/18/2011 - 04/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
WV
08/26/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (HUNTINGTON WV)
WV
07/02/2008 - 09/30/2009
WESBANCO SECURITIES, INC. (BRIDGEPORT WV)
WV
07/06/2005 - 07/01/2008
CHASE INVESTMENT SERVICES CORP. (CLARKSBURG WV)
IL
04/23/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
07/24/2003 - 03/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/24/2003 - 03/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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