Years of Experience
5-20+ Years
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
SCOTTSDALE, AZ
6 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
CHANDLER, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Henry is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron is a Series 6, 7, 63, and 66 licensed professional with over four years of experience in the financial services industry. Aaron has previously worked with Robinhood Financial, LLC and Vanguard Marketing Corporation. Aaron is currently registered in 53 states and 2 jurisdictions as an Investment Advisor Representative.
SPECIALIZATIONS
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
18 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Timothy Winters is a financial advisor with over 17 years of experience in the financial services industry. Aaron has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aaron holds the Certified Financial Planner designation and has passed numerous securities and investment industry exams. Aaron is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Raymond James Financial Services, Inc., First National Capital Markets, and MML Investors Services, LLC.
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
GILBERT, AZ
5 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Bolden is a financial advisor with Morgan Stanley in Gilbert, Arizona. Aaron has been in the financial services industry since 2018. Aaron specializes in financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Aaron has a Series 6, Series 7, and Series 66 license. Aaron also holds the Securities Industry Essentials Examination (SIE). Aaron is registered to provide investment advisory services in 53 states and is also registered as a Registered Representative (RA) in Arizona and Texas.
SPECIALIZATIONS
TUCSON, AZ
14 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Crowley is a financial advisor with RBC Capital Markets, LLC, with 12 years of experience in the industry. Aaron is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 6, 63 and 66 licenses. Aaron has been with RBC Capital Markets, LLC since 2011 and has experience working with individuals, families, and corporations. Previous to RBC Capital Markets, LLC, Aaron Crowley worked at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Aaron holds a license to practice in Alabama, Alaska, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin.
SPECIALIZATIONS
Phoenix, AZ
1 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Lee Albers is a financial advisor at Commonwealth Financial Network, a firm with over 2500 licensed agents and 3300 investment advisor representatives. Aaron specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Aaron has passed the Series 7TO, SIE, and Series 66 exams, and is registered with the state of Arizona.
SPECIALIZATIONS
SCOTTSDALE, AZ
5 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Constante is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the financial industry since 2018 and holds both Series 63 and Series 65 licenses. Aaron is registered in 39 states and has experience with a variety of financial products and services. Aaron has a strong track record of success and is committed to providing his clients with personalized financial advice.
SPECIALIZATIONS