Years of Experience
5-20+ Years
GILBERT, AZ
12 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Christopher Fraser is an investment advisor representative at Morgan Stanley, a firm with over 1402 billion dollars in regulatory assets under management. Aaron has been in the industry since 2012 and holds a Series 66 license, as well as Series 7, 9, and 10 licenses. Aaron Fraser is registered to provide advisory services in 53 states.
SPECIALIZATIONS
Scottsdale, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Matthew Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Scottsdale, Arizona. Aaron has been working in the financial industry since July 2017. He is registered as a Registered Representative (RA) in Arizona and Texas. Aaron previously worked at MML INVESTORS SERVICES, LLC, W&S BROKERAGE SERVICES, INC., and EDWARD JONES. Aaron is licensed to sell a variety of investment products, including stocks, bonds, mutual funds, and other financial products. He also provides financial planning and consulting services.
SPECIALIZATIONS
SCOTTSDALE, AZ
28 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Jay Spahr is a financial advisor at Osaic Wealth, Inc. Aaron has been in the securities industry since May 27, 1997. Aaron holds FINRA Series 7, Series 24, Series 66, Series 99TO, and SIE licenses. Aaron is registered in Nebraska. The firm, Osaic Wealth, Inc., is based in Scottsdale, Arizona, and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Osaic Wealth, Inc. has 437201 total accounts, 397196 of those are discretionary and 40005 are non-discretionary. The firm's total assets under management are 94557613744.
SPECIALIZATIONS
SCOTTSDALE, AZ
7 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Wood is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2018. Aaron is registered in 51 states and holds Series 7, Series 6, Series 66 and SIE licenses. Previously, Aaron was associated with PARK AVENUE SECURITIES LLC and NYLIFE SECURITIES LLC. The firm has offices in Scottsdale, AZ.
SPECIALIZATIONS
PHOENIX, AZ
18 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Supita is a financial advisor with over 15 years of experience in the financial services industry. Aaron is currently registered with Morgan Stanley in Phoenix, Arizona. Aaron has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Aaron holds a variety of securities licenses, including Series 6, 7, 24, 63, and 65.
SPECIALIZATIONS
SCOTTSDALE, AZ
31 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Berger is a financial advisor who has been in the industry since 1994. Currently, Aaron is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with them since 2009. Before that, Aaron was with BANC of AMERICA INVESTMENT SERVICES, INC. Aaron is registered to offer investment advice in several states including Arizona, California, Colorado, Texas, and others.
SPECIALIZATIONS
PEORIA, AZ
25 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Cosmo Montez is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since January 16, 2000. Prior to joining LPL Financial LLC, Aaron worked at LINCOLN FINANCIAL ADVISORS CORPORATION and AXA ADVISORS, LLC. Aaron is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 24, Series 63, Series 66, and SIE. Aaron is also a Certified Financial Planner. Aaron is dedicated to providing his clients with personalized financial advice and guidance. He specializes in a variety of financial planning areas, including retirement planning, investment planning, and college savings.
SPECIALIZATIONS
SCOTTSDALE, AZ
17 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Clark is an investment advisor representative and associated person at Mariner Wealth Advisors. Aaron is registered with the Securities and Exchange Commission and has been in the industry since 2008. The individual specializes in a variety of services, including investment planning, retirement planning, and portfolio management. Aaron is a Chartered Financial Analyst and has earned numerous certifications in the financial services industry. He is dedicated to providing clients with personalized financial advice to help them achieve their financial goals.
SPECIALIZATIONS
Cave Creek, AZ
0 Disclosures
ADVISOR BIO
Aaron Coates is a financial advisor associated with Foothills Advisors, LLC. Aaron has 8 years of experience in the financial industry. Aaron is licensed to provide advisory services in Arizona. Aaron is a Certified Financial Planner™. Aaron is also a licensed CPA. Aaron is affiliated with Foothills Accounting & Tax, PLLC.
SPECIALIZATIONS
Phoenix, AZ
17 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Martin Thomas is a financial advisor with Ameriprise Financial Services, LLC. Aaron has been in the industry since 2007. Aaron is licensed in 16 states and is registered with FINRA. Aaron specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS