Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Marie Aaron is a financial advisor with over 28 years of experience in the financial services industry. Veronica currently works with Wealth Enhancement Advisory Services, LLC, a firm that manages over $72 billion in assets. Prior to joining Wealth Enhancement Advisory Services, LLC, Veronica worked with Securities Service Network, Inc., Sagepoint Financial, Inc., Sunamerica Securities, Inc., WM Financial Services, Inc., Griffin Financial Services, and Wells Fargo Securities Inc. Veronica holds licenses to operate in 25 states, including California, Arizona, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Indiana, Kentucky, Maryland, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, and Wyoming. Veronica's experience and expertise include working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Veronica is passionate about helping her clients achieve their financial goals. She is dedicated to providing her clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CA
11/18/2024 - Present
Wealth Enhancement Advisory Services, LLC (DANA POINT CA)
CA
07/27/2009 - 11/25/2013
SECURITIES SERVICE NETWORK, INC. (BREA CA)
CA
10/31/2005 - 07/29/2009
SAGEPOINT FINANCIAL, INC. (FULLERTON CA)
AZ
01/06/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/01/1999 - 01/12/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/11/1995 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
09/15/1994 - 05/30/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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