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Aaron S.

@airandbear

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Financial Advisor, Debt negotiation, Retirement Plan and small business specialist

$35 USD / Saat

    bayrağı

United States (12:53 ÖS)

Ocak 25, 2006 tarihinde katıldı

$35 USD / Saat

I began my trek in the financial world at Morgan Stanley almost 20 years ago. Since then I developed a niche for working with small business owners and issues that they deal with. Quickly building retirement plans favored to owners or debt negotiation for those times when things have got too tight. I have broad insight and have handled issues from estate transfer to simple 401k rollovers and retirement income planning. let my insight be your guide so it is done right the first time.

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Tecrübe

Small Business Financial Advisor

Oca, 2003 - Şu an

23 yıl, 2 ay

Smith Advisor

Oca, 2003 - Şu an

23 yıl, 2 ay

It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So ~ attributed to Mark Twain. I work with the most self-driven entrepreneurs and small business owners in southern California. For those select few that are true experts in their industry; I am there as an expert in my industry. Together we will set the foundation for your legacy for years to come.

Oca, 2003 - Şu an

23 yıl, 2 ay

Financial Advisor, Retirement Planning Specialist

Oca, 2000 - Oca, 2003

3 yıl

Morgan Stanley

Oca, 2000 - Oca, 2003

3 yıl

I was a financial planning and wealth management pioneer at Morgan Stanley; the concept was new at the time when focus was more on commission vs being an advisor. I won the national Horizons award for top performing advisors 2 years in a row.

Oca, 2000 - Oca, 2003

3 yıl

Account Executive

Oca, 1999 - Ara, 1999

11 ay

Goldline International

Oca, 1999 - Ara, 1999

11 ay

BoilerRoom sales of precious metals and speciality coins. Intense sales training, sales boards, and 200 calls a day.

Oca, 1999 - Ara, 1999

11 ay

Eğitim

University of Phoenix

2007 - 2010

3 yıl

Business Management

    bayrağı

United States

2007 - 2010

3 yıl

Yetkinlikler

Morgan Stanley Financial Advisor Training program

2000

Morgan Stanley

Intense financial training at their former headquarters located on the 62 floor of the World Trade Center in New York

2000

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