Unclaimed
Aiden McDonnell is an active Investment Advisor Representative registered with Cambridge Investment Research Advisors, Inc. Aiden is also registered as a Broker. Aiden has been in the financial industry since 2019 and has passed the Series 65, 63, 7TO and SIE exams. Aiden is located at the Quincy, IL branch of Cambridge Investment Research Advisors, Inc.. Aiden also works for Hy-Vee, Inc, Gem City Memorial, Firehouse Subs, Detalus Advisors, O'Connor Weatlh Management, and LPL Financial 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.
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.
Solicitation fees from 3rd party money managers
1
2
IL
02/03/2020 - Present
Cambridge Investment Research Advisors, Inc. (Quincy IL)
BC
Issued 09/14/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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