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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Northwood, NH

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Hobart is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Aaron has worked in the industry since January 19, 2007. Aaron has been with Cambridge Investment Research, Inc. since August 2017. Prior to joining Cambridge Investment Research, Inc. Aaron was with Cetera Investment Services LLC and Invest Financial Corporation. Aaron is registered as a Registered Representative in Iowa and New Hampshire. Aaron is also licensed as an Investment Advisor Representative in Iowa and New Hampshire.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Portland, OR

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Bean is a financial advisor at Cambridge Investment Research Advisors, Inc. with over 10 years of experience in the financial services industry. Aaron specializes in providing financial advice to individuals and families. Aaron is a Registered Representative and Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Chesterfield, MO

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Stewart is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Chesterfield, MO. Aaron has been in the financial industry since 2007, providing financial guidance and investment solutions to individuals, families, and businesses. Aaron holds the Series 7 and Series 66 licenses and is registered with FINRA and the State of Missouri. Aaron also has a background in coaching and business consulting. Aaron is dedicated to helping clients achieve their financial goals, and strives to create a personalized and comprehensive financial plan for each client. In addition to his work at Cambridge, Aaron is an independent insurance agent for various insurance agencies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Florence, MA

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Smith is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm with a strong focus on financial planning and portfolio management for individuals and businesses. Aaron has been in the financial services industry since 2010 and holds a variety of licenses and registrations, including Series 7, 6, 63, and 65. Aaron's experience in the financial services industry spans a diverse range of firms, allowing him to provide a well-rounded perspective on financial planning and investment management. Aaron is committed to helping clients reach their financial goals and providing personalized financial guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Corient | CFP ®,CFA ® (Certifications)

0 Disclosures

ADVISOR BIO

Aaron Dym is a financial advisor at Corient with over 12 years of experience in the industry. Aaron is a Certified Financial Planner™ and a Chartered Financial Analyst. Aaron has worked at various companies like Kore Private Wealth, LLC and Bridgewater Advisors. Aaron specializes in a variety of areas including financial planning, portfolio management, and pension consulting. Aaron is registered in New York and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Leitchfield, KY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Witten is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has over 20 years of experience in the financial services industry. He has a Series 6, 7, 26, 63 and 65 licenses and is a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. He provides a range of services, including financial planning, investment management, and retirement planning. Aaron is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Keller, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Soderstrom is a financial advisor at Cambridge Investment Research Advisors, Inc.. Aaron has been in the financial industry since 2009. Aaron has offices in Keller, TX and is registered to provide investment advice in 29 states and the District of Columbia. Aaron specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

South Haven, MI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Robinson is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has been working in the financial industry since 2003. Prior to joining Cambridge, Aaron was a financial advisor with MML Investors Services, LLC, TIAA-CREF Individual & Institutional Services, LLC, Cambridge Investment Research, Inc., and Raymond James Financial Services, Inc. Aaron is a registered investment advisor and is also licensed to sell securities in Michigan. Aaron is dedicated to providing his clients with personalized financial advice. In addition to his work with individual clients, Aaron also provides financial planning services to businesses and charitable organizations. Aaron is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Tulsa, OK

experience

13 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Aaron McKinney is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.. Aaron is registered with the state of Oklahoma, and has been in the industry since September 6, 2011. Aaron has also worked at CETERA ADVISORS LLC and SECURIAN FINANCIAL SERVICES, INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Clarkston, MI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Clarkston, MI. Aaron has been in the industry since 2001 and holds a Series 6, 7, 63 and 65 license. Aaron specializes in portfolio management for individuals and businesses. Aaron has experience working with a variety of clients, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Aaron has previously worked at THE O.N. EQUITY SALES COMPANY, ONEAMERICA SECURITIES, INC., and HANTZ FINANCIAL SERVICES, INC. Aaron is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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